Can you create / send by custom statuses?

[Sucrose]

Hi there,

We have an events company and are looking to use Sugar to manage two main lists. Potential speakers and potential promoters.

I'd like to be able to set up a list of leads for both and be able to change their statuses to something relevant, eg:

• for speakers: new,contacted,accepted,scheduled,recorded,rejected ,wants_more_info etc
• for promoters: new,contacted,accepted,affiliate_link_sent,rejecte d,wants_more_info

It looks like you'd use leads and status, but I can't see anywhere to change what the statuses are called for different lists.

Also I'm wondering if it's possible to say, email everyone with one status in one list (say speakers with the status new) and change their status (eg to contacted).

Thanks everyone. Sugar seems like a great app, but I'm having trouble wrapping my head around the jargon and complexity!

[robertbmirth]

This is all possible, but its going to require some coding. The first part of your request, creating the two separate lists for the same field, is going to require some javascript. Basically you'll want to create a list with all the values from both lists and then trim them down based on their type. You'll find all the places you'll need to inject some javascript in editviewdefs.php. Here are the two locations of interest:

 $viewdefs [$module_name] = 
array (
  'EditView' => 
  array (
    'templateMeta' => 
    array (
      ...
      'javascript' => '<script language="JavaScript" type="text/javascript">
          //Insert script here
          </script>',
    ),
    'panels' => 
    array (
      'default' => 
      array (
       ...
        1 => 
       ...
          1 => 
          array (
            'name' => 'course',
            'studio' => 'visible',
            'label' => 'LBL_COURSE',
              'displayParams' => array('javascript'=>'onchange="
                  /*Insert script here*/;"'), 
  

The first location is the javascript that runs when the page loads, the second is a script that happens on an even for a given field (in the case of this example, whenever the field in the second row and second column of your default panel. Note that the editviewdefs is arranged by location, so if you make changes through studio you may disrupt this functionality.)

Your second part is going to require logic hooks. You can find documentation about those here. Basically, you'll need one on your leads to add them to an email list and another on your emails that updates your leads status whenever you send an email.