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Thread: Adding account to target list.

  1. #1
    Lythande is offline Senior Member
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    Default Adding account to target list.

    On one's target list screen, in a particular list, one can add targets, contacts, leads, and users. Well and good, but how can one add accounts to that list? I ask because accounts have their general e-mail addresses listed, then each contact has his own e-mail address in his contact info. I'd like to add the general e-mail addresses in accounts to the target list. I can't seem to be able to find how to edit target list screens in studio. Any help is greatly appreciated!


  2. #2
    clint's Avatar
    clint is offline Sugar Team Member | Forums Lead Moderator
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    Default Re: Adding account to target list.

    We are adding support for this in a future release, most likely the 5.5 release planned for this summer.
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  3. #3
    Lythande is offline Senior Member
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    Default Re: Adding account to target list.

    Okay, thanks for responding Clint. This isn't a deal breaker--I'll can think of a workaround for now.

    Cheers!

  4. #4
    technogenii is offline Junior Member
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    Thumbs up Re: Adding account to target list.

    Let me say that this will be a very excellent addition to Sugar!

    Might I suggest that you consider the following (if you haven't already of course) when you do so. In accounts, there is sometimes movement of personnel. That way, for each campaign only the records of contacts associated with that account will be mailed to, some kind of a dynamic list.

    In addition, would you consider making this same kind of dynamic lists by lead type, assigned to, industry, etc?

    Another feature that would be extraordinary would be a "added to target list on" date.

    Thanks!
    Kristina

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