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Thread: Add contacts from accounts to target list?

  1. #1
    arrowmark is offline Sugar Community Member
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    Default Add contacts from accounts to target list?

    Hi guys,

    I want to send an email to all contacts and accounts whose companies fall within my "frontline" list of types.

    It's easy to select accounts with the "Frontline" attribute but how can I specify that I want all contacts within these accounts to be added as well?

    I hope I don't have to go into each contact and assign them the "frontline" label too...

    ---

    Additionally, I am wondering how to handle the tracker URL. Do I need to upload a site that I specify here, or what? Can't find this answer in Sugar for Dummies - it just skips merrily past the actual detail on that one.

    Am on Sugar 6.0.2.

    Thanks in advance for advice.

    Jo

  2. #2
    AndyMain is offline Sugar Community Member
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    Default Re: Add contacts from accounts to target list?

    Just make a report that produces the correct output and add from there.
    Andy Main

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  3. #3
    arrowmark is offline Sugar Community Member
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    Default Re: Add contacts from accounts to target list?

    Thanks - but there is no report option that offers contacts by account. Do I need to have a certain reporting module installed?

  4. #4
    arrowmark is offline Sugar Community Member
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    Default Re: Add contacts from accounts to target list?

    Please, can someone help me with this query??

  5. #5
    prexecom's Avatar
    prexecom is offline Sugar Community Member
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    Cool Re: Add contacts from accounts to target list?

    I'm looking for a similar solution; pick contacts that our industry xyz. Industry xyz data of course is inputed at the account level. I'm on the hunt if I have found something then I will advise. I'm seeking a solution which edits php, etc. This should be a regular function in sugarcrm or its extensions.

  6. #6
    arrowmark is offline Sugar Community Member
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    Default Re: Add contacts from accounts to target list?

    Hey, glad to hear I'm not the only one wishing for this feature.
    Did you try the suggested php edits provided by the other member in this thread? http://www.sugarcrm.com/forums/showthread.php?t=69259
    Jo

  7. #7
    prexecom's Avatar
    prexecom is offline Sugar Community Member
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    Default Re: Add contacts from accounts to target list?

    I did not. I was searching for a user friendly solution, rather than a techie - go play in the code - type of answer. The demo version of 'enhanced search' was great. Unfortunately the annual purchase price seemed high to me.

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