Building a list

[pmorettini]

Hi,

I've got a bit of an unusual situation and I'm looking for some help. I'm a consultant and have a client using Sugar OpenSource. They have entered about a few thousand names into the database, but didn't do it in the nomal matter.

They entered everything into "Accounts" rather than leads or targets. I am now trying to build a list for an email marketing campaign of all of their prospects. Unfortunately the prospects are mixed in with current customers within Accounts, and I can't seem to find an easy way to segragate them at the individual contact level.

In the Account screen, I can sort on the different categories (current customers, prospects, suspects, resellers, etc.) But this sort only takes me to the COMPANY level view of the data, and I need to make lists of the individual CONTACTS coded in each of the desired categories we want to use for the mailing. I don't see an easy way to do this--I certainly don't want to go into each company account, and manually extract the contact info to build a list. That will be very painful But I can't see any other way to do it.

They are running the latest version of Sugar OpenSource, but I don't know any of the other technical details. If it is important to this question I can find out.

Can anyone help me?

Thanks,

Phil Morettini

[Markku]

Hi,

Maybe you could update contacts title field (or some other field) according accounts category using sql query.

Running the following query will find all contacts where company category (account_type actually) is "Prospect" and update contacts title field to "Prospect". As you have several categories you would need run the query couple of times and change the WHERE and SET parameters.

Hope this helps

UPDATE contacts INNER JOIN (accounts INNER JOIN accounts_contacts ON accounts.id = accounts_contacts.account_id) ON contacts.id = accounts_contacts.contact_id SET contacts.title = "Prospect"
 WHERE (((accounts.account_type)="Prospect"));