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Thread: Create a call list

  1. #1
    jobstick is offline Junior Member
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    Default Create a call list

    I'm a new Sugar user and in a crm solution I used to use I could create a "call list" from the accounts/contacts that resided in the datbase. Is that possible w/ the open source version?

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Create a call list

    Hi, jobstick

    Can you explain better your needs?
    I believe I can help you, but I need more details.

    Best regards.
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
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    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  3. #3
    nzia is offline Junior Member
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    Unhappy Re: Create a call list

    Hi

    I am trying to find a solution as well. I can not seem to link things together in Sugar Community edition.

    Here is my problem

    I have created a 2 Target lists , 1 from my leads and one from my contacts. I have associated a telesales campaign with it. I want my Users ( my employees) to call that target list since this is a telesales list and sell a service. If I log in as an employee I see My calls on Home module. It says call leads from target list but I want it to show the call list. If I go in calls and see on the page there is a call list option, and all it shows is " call leads from target list" I want it to show me the leads that were in that target list and their phone numbers. And also to track their status and update status in a batch. Can some one please help .

    Thanks

    Nzia

  4. #4
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Create a call list

    Hi, Nzia

    So you want to inset a Dashlet into your Home module containing your Prospect List of Leads and Contacts to call?
    If yes than you have to create this Dashlet.

    Cheers
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

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