Tracker List from Accounts

[chrislynch8]

Hi,

I am setting up a Campaign and I want to target create a target list from Accounts and not Contacts, I've looked at the target list, and I only have the option to create it from Targets, Contacts, Leads and Users.

I have reports set up to give give all Accounts that make a profit of over 100,000 for example and I want to target this Accounts....

How can I add Accounts to the Target List I created?

Rgds
Chris

[shailendra001]

Hi
If you are using SugarCRM Pro , then create a report on Account modules , and select query that full fill you requirement like Accounts that makes profit of over 100,000 ,
this will give you complete list of Accounts as you required , and then go to campaign target list and use option ' Select from Reports'.

This may help

Regards
Shailendra Kumar

I am setting up a Campaign and I want to target create a target list from Accounts and not Contacts, I've looked at the target list, and I only have the option to create it from Targets, Contacts, Leads and Users.

I have reports set up to give give all Accounts that make a profit of over 100,000 for example and I want to target this Accounts....

How can I add Accounts to the Target List I created?

Rgds
Chris

[chrislynch8]

Hi Thanks, for the reply.

That is what I though I could do but the select from reports is only available for the specific modules Targets, Contacts, Leads and Users. I can;t use a select report from Accounts Reports because the Accounts Module is not available as an option.

I think I have to find out how to make Accounts available. in the same way Contacts and Leads are..

Rgds
Chris

[shailendra001]

Hi chris
Once you will try to create report based on targets list you will get Account name in Available filed option , so add you account report result in target module and then create another report based on target , there you will find your data you have extracted from 1st report , then use appropriate query to get required target list ,
and then go to add from report there you will find you second report name that you have created on target modules.

I am just trying to give you probable solution , but practically i have not encountered the same , this issue is is interesting , If it works let me know or if you got some other solution , please share

Regards
Shailendra

Hi Thanks, for the reply.

That is what I though I could do but the select from reports is only available for the specific modules Targets, Contacts, Leads and Users. I can;t use a select report from Accounts Reports because the Accounts Module is not available as an option.

I think I have to find out how to make Accounts available. in the same way Contacts and Leads are..

Rgds
Chris

[chrislynch8]

Hi,

I think we are talking about two different things here, My requirement is to create a Target List called "Profitable Accounts" then add all the Accounts from an Accounts Report to this list, but in the Target List module, I only have the ability to select a report that is based on Contacts, Leads, Users, Targets

I have attached a screen shot of what I am speaking about, maybe I'm confused and your option will work, I am looking into it.

Rgds
Chris

[crmsiva]

Hi

Create a file studio.php in modules/ProspectLists/metadata with below code

<?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');

$GLOBALS['studioDefs']['ProspectLists'] = array(
	'LBL_DETAILVIEW'=>array(
				'template'=>'xtpl',
				'template_file'=>'modules/ProspectLists/DetailView.html',
				'php_file'=>'modules/ProspectLists/DetailView.php',
				'type'=>'DetailView',
				),
	'LBL_EDITVIEW'=>array(
				'template'=>'xtpl',
				'template_file'=>'modules/ProspectLists/EditView.html',
				'php_file'=>'modules/ProspectLists/EditView.php',
				'type'=>'EditView',
				),
	'LBL_LISTVIEW'=>array(
				'template'=>'listview',
				'meta_file'=>'modules/ProspectLists/listviewdefs.php',
				'type'=>'ListView',
				),
	'LBL_SEARCHFORM'=>array(
				'template'=>'xtpl',
				'template_file'=>'modules/ProspectLists/SearchForm.html',
				'php_file'=>'modules/ProspectLists/ListView.php',
				'type'=>'SearchForm',
				),

);

Now you can see the Target Lists module in studio. Create Many-to-Many rekationship between Accounts and Target Lists module using studio.

I hope this helps

[chrislynch8]

Thanks I will do this now - but before I do, I'm using version 5.0.0i. I am not upgrading yet because of customised modules etc that require a bit of work to make upgrade safe.. But that another days work..

Rgds
Chris

Hi

Create a file studio.php in modules/ProspectLists/metadata with below code

<?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');

$GLOBALS['studioDefs']['ProspectLists'] = array(
	'LBL_DETAILVIEW'=>array(
				'template'=>'xtpl',
				'template_file'=>'modules/ProspectLists/DetailView.html',
				'php_file'=>'modules/ProspectLists/DetailView.php',
				'type'=>'DetailView',
				),
	'LBL_EDITVIEW'=>array(
				'template'=>'xtpl',
				'template_file'=>'modules/ProspectLists/EditView.html',
				'php_file'=>'modules/ProspectLists/EditView.php',
				'type'=>'EditView',
				),
	'LBL_LISTVIEW'=>array(
				'template'=>'listview',
				'meta_file'=>'modules/ProspectLists/listviewdefs.php',
				'type'=>'ListView',
				),
	'LBL_SEARCHFORM'=>array(
				'template'=>'xtpl',
				'template_file'=>'modules/ProspectLists/SearchForm.html',
				'php_file'=>'modules/ProspectLists/ListView.php',
				'type'=>'SearchForm',
				),

);

Now you can see the Target Lists module in studio. Create Many-to-Many rekationship between Accounts and Target Lists module using studio.

I hope this helps

[crmsiva]

In 5.0.0i, you cannot create relationship between modules through studio. You need to write your custom code.

[chrislynch8]

Thats perfect, where can I write the custom code to create my relationship as required?

Rgds
Chris

[kuske]

Perhaps this thread can help for Account Targets http://www.sugarcrm.com/forums/showt...ght=targetlist