Results 1 to 2 of 2

Thread: Adding account contacts to target list

  1. #1
    clrockwell is offline Member
    Join Date
    Nov 2009
    Posts
    9

    Default Adding account contacts to target list

    Hello, I am using Sugar CE 5.5.1.

    I have accounts with a custom status field '2010 account'. Each account can potentially have up to 5 contacts: Agency, General, Billing, Directory, Admin.

    I would like to create a target list from the contacts in these specific accounts, but only one contact from each account should be added to the target list. For example, if there is an Agency contact (specified in custom field) that contact is assigned. If there is not an agency but there is a general, the General contact is assigned and so on.

    I have been searching for the solution but have yet to find it. Can anyone help point me in the right direction here?

    Thanks much for your time.

    Chris

  2. #2
    clrockwell is offline Member
    Join Date
    Nov 2009
    Posts
    9

    Default Re: Adding account contacts to target list

    Well until now I was able to write some custom code that accomplished the task. I'm now back to this and hoping someone has some insight.

    Thanks

    Chris

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Replies: 16
    Last Post: 2012-02-07, 03:55 PM
  2. Replies: 1
    Last Post: 2011-01-20, 12:28 PM
  3. Adding all contacts to target list
    By parchambault in forum Feature Requests
    Replies: 24
    Last Post: 2010-07-16, 05:23 AM
  4. Adding account to target list.
    By Lythande in forum Help
    Replies: 3
    Last Post: 2009-02-10, 07:21 PM
  5. Adding contacts to campaign target list
    By tomaszg in forum Help
    Replies: 3
    Last Post: 2008-08-01, 06:16 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •