Question about Campaigns and Contact Exporting: Please Help!

[mhan7474]

Hopefully this is a quick question. I am currently thinking about implementing this at our small company. Currently we use ACT! and all we do is add contacts and set up groups to which we send snail mail to. However Act! sux with syncing and its way too expensive to buy a new version every year.

So with implementing SugarCRM, I have been reading the forums as well as testing it out and i understand you can use the campaigns like you would groups in act. However, for the life of me i can not figure out how to export contacts from a campaign's prospect list into an excel spreadsheet or something we could use to make labels.

Any thoughts on how i can do this?

[rbemrose]

You should be able to export prospects into a CSV file format.

But you will have to work around a bug in both 3.5.1+ and 4.0.0 that does not allow you to export individual selected prospects (or contacts, for that matter) . You can only export the whole list or a subset generated by a filter.

In addition, you can partially work around this problem by using Mr Milk's "Power Prospecting" module for up to 3.5.1c. With this module you can filter the prospect list based on a prospect list. However, I have not tested if you can successfully export the resulting prospect list. For more information about the module and a list of bug fixes by Mr Milk I refer you to this posting:
http://www.sugarcrm.com/forums/showp...2&postcount=21

I hope this helps.

Regards,
Rich

[mhan7474]

I've tried Powerprospecting and mail merge. But no luck with either. Any other thoughts?

[mhan7474]

No replies. So noone has ever printed out mailing labers from sugar? Is this possible?

[kpit]

No replies. So noone has ever printed out mailing labers from sugar? Is this possible?

I have but not from within sugarcrm itself I have exported the information into a csv and then made labels with other programs that print labels.

hmmm. might make a good module or addon to the reports module.

Cheers.

[efgroup]

No replies. So noone has ever printed out mailing labers from sugar? Is this possible?

I wrote up a quick vfp program to do this - let me know if you'd be interested ...
regards [Bill]

[fpino]

Hi,

I have a hack for this:

1. Copy an export.php file in the prospectlist directory (see attachment). This is a copy of the main export file with a litle change (mysql query).
2. In /ProspectsLists/DetailView.html, add
<input class="button" onclick="this.form.action.value='export'" type="submit" name="Export" value="Export">
before/after:
<input title="{APP.LBL_DELETE_BUTTON_TITLE}" accessKey="{APP.LBL_DELETE_BUTTON_KEY}" class="button" onclick="this.form.return_module.value='ProspectLi sts'; this.form.return_action.value='ListView'; this.form.action.value='Delete'; return confirm('{APP.NTC_DELETE_CONFIRMATION}')" type="submit" name="Delete" value=" {APP.LBL_DELETE_BUTTON_LABEL} ">.

A new button will be shown in prospect list detail view.

Note: I only use contacts in my prospects list, so only these records are exported. Furthermore, I only export certain records (first name, lasta name, title, account, ...), if you want to export all of them change "SELECT contacts.first_name, contacts.last_name, accounts.name, contacts.title, contacts.department, contacts.email1, contacts.email2, contacts.phone_mobile, contacts.phone_work, contacts.phone_other, contacts.phone_fax, contacts.primary_address_street, contacts.primary_address_city, contacts.primary_address_state, contacts.primary_address_postalcode, contacts.primary_address_country"
contacts.primary_address_country" for "SELECT contacts.*, accounts.name"

I hope this hack can help you, it works for me (i have 4.0 version).

Regards,

Fernando

[mhan7474]

Fernando,

I'm going to try this!!! I'll let you know how it works out.


-Matt

[brob]

has anyone got something like this to work for 3.5.1a?

Please I need this urgently.

Thanks

[niche]

We need something similar to this, here is our exact situation:

1. Leads come into Sugar via our website CATALOG REQUEST (LeadCapture ) form.
2. A notification email gets sent out to the person in our company who
is responsible for sending out catalogs (Mom! - yes we've got her trained on Sugar!)
3. She copies the name address information into STAMPS.COM and prints out a label. (LOVE LOVE LOVE Stamps.com!) The label is printed on a Dymo Labelwriter and has the address, the postage, and our return address.
4. She adds a new note in Sugar that our 2005 catalog was sent out.

What I'd LIKE to do is add a custom button in the LEAD DETAIL VIEW that says 'PRINT POSTAGE LABEL'.

I have the Stamps.com SDK -- which wasn't easy to get a hold of -- and it documents all of their API's and has their ActiveX control. The control can be accessed through JScript, VBScript, C++, and C#.

I'm assuming that I would need to use either Jscript or VBscript (can I use VBScript in a PHP page?).

We only get about 5 catalog requests a day, but intend on doing some major advertising on key blogs and this could increase to 20 - 30 catalogs a day. That is a lot of copying and pasting for Mom.

I'd also like to see this button in the LEAD LIST VIEW so that I could select say 10 or so leads and have my labelprinter spit out 10 postage labels.

Anyone interested in helping me develop a hack/module to accomplish this? I've written out all the specs of what it would need to accomplish as well as what API calls need to be used.
I'm willing to pay, but I'd rather release it to the community so everyone could benefit from it.