Export Functionality Enhancements

[ftarara]

Hello,

It would be great if you could export contacts while filtering on other object criteria. A simple example would be, if I wanted to export all contacts that are associated to accounts of type "Customer". It is simple, but a huge help so I don't have to chase this data down directly from the database.

Thanks,
Fabrizio

[andopes]

My first post here describes a generic strategy to accomplish tasks like the yours.

Cheers

[ftarara]

Not trying to be rude or anything, but this was posted in the "Feature Requests" section. I am not sure your solution really meets the request I am talking about...it would be nice to be able to do this out of the box with SugarCRM. I don't want to have to manipulate to the extent that the post describes, just saying!

My first post here describes a generic strategy to accomplish tasks like the yours.

Cheers

[jmertic]

Not trying to be rude or anything, but this was posted in the "Feature Requests" section. I am not sure your solution really meets the request I am talking about...it would be nice to be able to do this out of the box with SugarCRM. I don't want to have to manipulate to the extent that the post describes, just saying!

Another strategy is using Sugar Logic. You can add a new field named 'account_type' which is a calculated value that can grab the field from the related account, then add this field to the Contacts ListView and Search. I'll do a blog post in the next week or so to show how to do this.

[ftarara]

That sounds expensive!

Fabrizio