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Thread: Leads.csv export does not include email addresses

  1. #1
    Belltoons is offline Junior Member
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    Apr 2008
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    Question Leads.csv export does not include email addresses

    Hi.

    We are using Sugar Community Version 5.0.0beta1 (Build 2193).

    We have put in about 900 leads to Sugar with multiple email addresses per lead. I want to export those leads into an Excel spreadsheet showing the leads base contact information, including those email addresses.

    Following the instructions, I've easily exported all leads into a Leads.csv file that includes name, titles, phone, fax and mailing address information - but no email addresses!

    Is this a normal result? Is there a way to tweak the code or a switch to flip so that email addresses will be included?

    This is driving us crazy here. Hope you can help.

    Thanks,

    Paul

  2. #2
    sevenprod is offline Sugar Community Member
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    Default Re: Leads.csv export does not include email addresses

    Same issue here with accounts.

    Whenever you export an account list to a *.csv file from within sugarcrm, the email addresses are now no longer exported as they used to be in the previous sugarcrm realeases.

    Does that mean there's simply no way today to export email addresses?

    It seems that Sugarcrm is more and more now focusing on its email campain module, but please bear in mind that many are the companies that are using external emailing platforms and therefore have no interest in using that internal sugarcrm module.

    What many people just want Sugarcrm to do is to extract the email addresses they need to perform whatever mailing operations they want. From that regard, it seems that instead of improving, things are simply getting worst and worst as new sugarcrm releases go.

    In doing this, I feel that sugarcrm is missing the point, because the real issue is to make sugarcrm more open and easier to integrate with other working online environments, and emaling professional platforms (allowing tracking, etc.) have now become a major part of it.

    Thank you for feeding this discussion thread with enlightening explanations and perspectives....

    Best

    Sevenprod

  3. #3
    roblaus's Avatar
    roblaus is offline Sugar Community Member
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    Default Re: Leads.csv export does not include email addresses

    You judge (and essentially condemn) a product based on a BETA version that is already 6 months old. This is stupid if I may say so.

    Leads do export the primary email and so do contacts. Accounts don't.

    The reason for not exporting ALL emails lies within the new structure of the db - now the emails sit in a separate file and are linked to the other tables.
    A very simple query or an ODBC link with a spreadsheet program let you export all emails. But you could also spend some money and buy pro. The report generator does all this.
    __________________________
    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

  4. #4
    sevenprod is offline Sugar Community Member
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    Cool Re: Leads.csv export does not include email addresses

    Hi Roblaus,

    It would be nice to be authorized to express an opinion without being qualified of stupid.

    I only ask to be demonstrated to be wrong, and this is why a forum is normally made for.

    To read you, "a simple query" should do the trick. Nice to hear. Can you be more specific about how you're supposed to do that simple query? I hope you don't mean a SQL request!

    As users, we're not interested in the reason why things are made a way or another, based on developer's considerations. We're only interested in doing our bloody job. And extracting emails of contacts linked to the accounts we have selected is kind of VERY basic indeed, miles away from anything bold or sophisticated.

    I therefore feel quite legitimate to express at least some kind of perplexity to realize that such a basic and simple thing to do cannot be done in a simple and straightforward way, and iIt's kind of puzzling to hear you need to go pro to extract emails.
    Last edited by sevenprod; 2008-08-18 at 01:17 PM.

  5. #5
    nirmit is offline Senior Member
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    Smile Re: Leads.csv export does not include email addresses

    Just upgrade to any stable version of 5.0.0. And in case you can't, you will have to edit modules/Leads/Lead.php. Replace the function create_export_query()

    Code:
    function create_export_query(&$order_by, &$where)  {
    	$custom_join = $this->custom_fields->getJOIN();
    	$query = "SELECT
    				leads.*, email_addresses.email_address,
    				users.user_name assigned_user_name";
    	if($custom_join){
    		$query .= $custom_join['select'];
    	}
    	$query .= " FROM leads ";
    	$query .= "			LEFT JOIN users ON leads.assigned_user_id=users.id ";
    
    	//join email address table too.
    	$query .=  ' LEFT JOIN  email_addr_bean_rel on leads.id = email_addr_bean_rel.bean_id and email_addr_bean_rel.bean_module=\'Leads\' and email_addr_bean_rel.primary_address=1 ';
    	$query .=  ' LEFT JOIN email_addresses on email_addresses.id = email_addr_bean_rel.email_address_id ' ;
    	if($custom_join){
    		$query .= $custom_join['join'];
    	}
    
    	$where_auto = " leads.deleted=0 ";
    
    	if($where != "")
    		$query .= "where ($where) AND ".$where_auto;
    	else
    		$query .= "where ".$where_auto;
    
    	if(!empty($order_by)) $query .= " ORDER BY $order_by";
    	return $query;
    }
    Hope it helps!
    -------------------------------------------------------
    Nirmit Bothra
    http://twitter.com/nirmit

  6. #6
    roblaus's Avatar
    roblaus is offline Sugar Community Member
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    Default Re: Leads.csv export does not include email addresses

    If you read my post carefully you will have realized that the word "stupid" concerns the previous post where somebody apparently used a 6 months old beta version in order to make a judgment (a wrong one btw).

    For the rest: Since I am not paid to do what I do I do not have to do it. That's the nice part.
    __________________________
    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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