How do you create a Target List for newly entered Targets?

💬 General Discussion
1

Hi,

I have a spreadsheet of new targets that I would like to upload and add to a specific Target List of only these new targets. It appears that I cannot do this. If I upload new targets, they are added to all of the targets I already have in SuiteCRM. And, there is not way to filter only these new entries to put into a Target List. Am I missing something?

I would like to run a campaign of emails to only these new Targets and not the Targets that were already in the system. How can I do this?

Is there a way to directly upload the spreadsheet into a Target List?

This seems like a common thing to do – you get a list of targets or leads and then do an email blast to only these new targets.

Thanks,
Don

2

At step 5 of the Import wizard, you get a button to “Add to Target List”.

http://support.sugarcrm.com/Knowledge_Base/Campaigns_Target_Lists/Populating_a_Target_List/#Import_Targets

That is from the SugarCRM Docs, but it also works in SuiteCRM.

EDIT: I just learned this now, and I went and added the tip to our own Documentation :slight_smile:

https://docs.suitecrm.com/user/core-modules/targets/

3

this is not working in 7.10.4. It does not work on import and neither within the target modules and target list.

4

The problem with the Target list selector is probably this one

https://github.com/salesagility/SuiteCRM/issues/5702

it is fixed in 7.10.5, which should be coming out soon.

If anybody wants to apply the fix manually it’s here:

https://github.com/salesagility/SuiteCRM/pull/5707/files

(click “view” and grab the entire file content, it’s easier than going through every little change)

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