Searching for help with search.

[Lythande]

Hello board,

Yay...I figured out how to add and remove fields, edit and create drop-down menus, etc.... I've really customized the contact module for my company--all good stuff found in the user manuals. Now, here's my problem: how to edit the search screen when creating/adding to a targeted list.

Here's what I want to do: when creating a target list, I want to click on contacts then select, THEN see a customized field where I have my specific categories in a drop down menu so I can search by that VERY specific criteria. This would be a powerful and useful thing, and is standard in out-of-the-box with other (and lesser) CRM software so there must be a way to do this in SugarCRM. If it's not possible then this will be a serious problem as with the standard target list search window, there isn't much criteria to go by. We'd have to bring up almost the whole darn contact list and manually pick one by one. Not pretty considering just how many contacts will be in there *insert shudder here*.

Hopefully, this can be done via Studio instead of programming.

[roblaus]

Check for Power Prospecting on Sugarforge. This lets you select from your standard (extended) search panel, then you can checkmark the entire list and in the mass update panel you'll find a new field "target list". Choose the one that you want to add contacts/leads to and press update.

[Lythande]

Thanks--that may just be what I'm looking for. Question: in the description at SugarForge it has the wording of "This non-upgrade safe....". Um...that give me the willies. Does that mean something will get messed up if I upgrade? Or that I must re-install it after an upgrade?