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Thread: Adding subpanel target list to contacts

  1. #1
    godam is offline Member
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    Default Adding subpanel target list to contacts

    Any idea how to add subpanel Target Lists to Contacts (including buttons create and select)???

  2. #2
    kuske's Avatar
    kuske is offline Sugar Community Member
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    Default Re: Adding subpanel target list to contacts

    Did you already install the sugarforge module "Power prospecting"?
    Harald Kuske
    Pre-Sales Engineer Central Europe

    SUGARCRM Deutschland GmbH
    Erika-Mann-Str. 53, 80636 Munich, Germany
    Email: hkuske@sugarcrm.com
    Home: http://www.sugarcrm.com


  3. #3
    godam is offline Member
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    Default Re: Adding subpanel target list to contacts

    Not yet. I use Sugar version 5.5.0 and Power prospecting is only for 5.2.0, isn't it? Furthermore I went thru screenshots and it seems its functionality is a standard now (mass definition, udpate etc.), or is there anything more in Power prosp.?

    Anyway what I need to achieve is to define (in the view mode in Contacts) which Target Lists this contact belongs to...

  4. #4
    kuske's Avatar
    kuske is offline Sugar Community Member
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    Default Re: Adding subpanel target list to contacts

    ok, you are right, Power Prospecting is only for versions until 5.2.

    But the fact is that Power Prospecting shows the target lists in the detail view of a contact, 5.5. does not.

    Perhaps there is a solution with a custom subpanel for Contacts?
    Harald Kuske
    Pre-Sales Engineer Central Europe

    SUGARCRM Deutschland GmbH
    Erika-Mann-Str. 53, 80636 Munich, Germany
    Email: hkuske@sugarcrm.com
    Home: http://www.sugarcrm.com


  5. #5
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: Adding subpanel target list to contacts

    Use Contact Subscriptions to manage target lists.

    Create subscription target lists in Campaigns and subscribe Contacts to individual subscription lists.

    You can see what lists Contacts are subscribed to from Contacts>Manage Subscriptions

  6. #6
    godam is offline Member
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    Default Re: Adding subpanel target list to contacts

    This is a good idea and - it is standard. Thank you.
    Is there any standard way how to see the subscriptions in the detail view (instead of clicking on "manage subscriptions" button?

  7. #7
    duartegarin is offline Member
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    Default Re: Adding subpanel target list to contacts

    Hello,
    Where can i find this "Contact Subscriptions"?
    Thanks in advance,

    Duarte Garin

  8. #8
    simone.girlanda is offline Sugar Community Member
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    Default Re: Adding subpanel target list to contacts

    I'm using the Community edition Version 6.2.0 (Build 6354), in v5.5 a TargetList Subpanel was present in Contacts and Leads (the PowerProspecting Module was installed).
    I find it very usefull in order to verify to which targetList a Contact/Lead is assigned and change assignment.

    Contacts/Leads list is present within a targetlist but you are not able to verify is a specific contact / lead is in it (let say that you have hundreds of leads in a targetlist, how can you find just one ?).

    Magaging Subscription is not the same, because it allow you to manage relationship with one or more newsletter campaign, not with a targetlist and you have to press a button to get the info.

    I tried without success to add subpanel by myself using instruction prensent in different posts.

    Can anybody help ?
    Last edited by simone.girlanda; 2011-06-21 at 07:28 AM. Reason: correction

  9. #9
    simone.girlanda is offline Sugar Community Member
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    Default Re: Adding subpanel target list to contacts

    I've found in SugarCRM Bugtracker feature request #27405 Subpanels for Target lists that require the same think.

    Who is interested can vote for it.

  10. #10
    ckyong is offline Junior Member
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    Default Re: Adding subpanel target list to contacts

    This is an essential function for me too. I have been trying in vain to search for solutions too.

    Anyone can help?

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