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Thread: Campaigns and Leads sub panel

  1. #1
    Johnmclucas is offline Sugar Community Member
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    Default Campaigns and Leads sub panel

    Hi,

    We are starting to use Leads and Campaigns now. When we create a Lead we are putting in the Campaign they came from, but there is not sub panel under the Campaigns for the Leads. I have looked around and it is listed in Studio, but does not show up. Am I missing something?

    Thanks,
    John

    Sugar Version 4.5.1b
    Sugar Edition OpenSource
    Operating System Windows 2003
    PHP Version 5.1.2
    Database MS SQL 2005
    Web Server IIS 6

  2. #2
    roblaus's Avatar
    roblaus is offline Sugar Community Member
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    Default Re: Campaigns and Leads sub panel

    Hi,

    No, I don't think you miss something. Campaigns (at least in the OS version) only have target lists and they in turn may have leads, targets, contacts and users.

    The logic goes the other way round - you put a lead on a target list and once you "do" something (means sending the campaign or mark it as sent) then the campaign is placed under the respective entity.

    I agree, it would be nice to have it the other way round as well - something like "external" campaigns (some say such exist) where you want to control the outcome in a more detailed way.

    On the other hand - there are some rumors that there will be sort of an overhaul of the campaign module in version 5. Nothing announced yet...

    rgds
    rl
    __________________________
    Robert Laussegger
    http://www.iscongroup.net

    Bei Fragen: support@iscon.at
    Die deutschen Sprachdateien für SugarCRM und das deutsche Handbuch gibt es hier: http://goo.gl/kPsAz
    Ab sofort auch mit 6.4.2

  3. #3
    Johnmclucas is offline Sugar Community Member
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    Default Re: Campaigns and Leads sub panel

    Thanks for the reply.

    I have been poking around and it looks like the DB relationship is there already and just not used. I have been trying to get the campaign name to show up on the list view of leads and I go to the point of the id showing up, but not the actual name.

    Thanks again,

    John
    John

    Sugar Version 4.5.1b
    Sugar Edition OpenSource
    Operating System Windows 2003
    PHP Version 5.1.2
    Database MS SQL 2005
    Web Server IIS 6

  4. #4
    Johnmclucas is offline Sugar Community Member
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    Default Re: Campaigns and Leads sub panel

    So In case anyone is interested. The code for the Leads subpanel on Campaigns is really all in place.

    This block of code from DetailView.php is what is keeping it from showing up.

    PHP Code:
     foreach ($alltabs as $name) {
                if (
    $name != 'prospectlists' and $name!='emailmarketing' and $name != 'tracked_urls') {
                    
    $subpanel->subpanel_definitions->exclude_tab($name);
                }
            } 
    I changed it to and they show up

    PHP Code:
          foreach ($alltabs as $name) {
                if (
    $name != 'leads' and $name != 'prospectlists' and $name!='emailmarketing' and $name != 'tracked_urls') {
                    
    $subpanel->subpanel_definitions->exclude_tab($name);
                }
            } 
    John

    Sugar Version 4.5.1b
    Sugar Edition OpenSource
    Operating System Windows 2003
    PHP Version 5.1.2
    Database MS SQL 2005
    Web Server IIS 6

  5. #5
    roblaus's Avatar
    roblaus is offline Sugar Community Member
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    Default Re: Campaigns and Leads sub panel

    Cool, love that one!
    __________________________
    Robert Laussegger
    http://www.iscongroup.net

    Bei Fragen: support@iscon.at
    Die deutschen Sprachdateien für SugarCRM und das deutsche Handbuch gibt es hier: http://goo.gl/kPsAz
    Ab sofort auch mit 6.4.2

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