Customizing Search to Add Account to Target List

💬 General Discussion
1

Hello,

We need to create an exportable email list that contains only accounts which have an opportunity with a particular name assigned to them. We would also like to filter on different custom fields such as Contact type, etc.

When I go to add an account to a Target List the options to search for records to add is very limited, only containing customer name search, lead source etc. I thought about building a DB query to get the job done but I found it would become quite a complicated job to wrangle all of the relationships.

This seems like it would be quite a common request so I am hoping I am just missing something simple.

Thank for the help.

Oh and we’re on

Version 7.8.3
Sugar Version 6.5.24 (Build 509)

2

Depending how complicated the search, you can filter the Accounts from the accounts module and then select all > bulk actions > Add to target list

From your initial goal
“We need to create an exportable email list that contains only accounts which have an opportunity with a particular name assigned to them”

This could be done through AOR reporter

Add all the fields you need from the Accounts module / Opportunity Module

Set the condition to be based Opportunity Name (set parameter)

The report can be exported as .csv or pdf
The report can also be added to a target list (main module must = Account)

Hope this helps :slight_smile: