Sorry in advance, my english is not that good, but I will try my best to describe our issue:
We want to send emails to Contacts which are linked to Accounts. The Contacts can´t be selectet directly or via filter at the moment because we primary select the Accounts. So there is a database field at the Accounts which we use to select the necessary group of Accounts in the Target List. But afterwards we need a way to export a list of all Contacts which are linked to that Accounts.
This will add the contacts within an account to the target list. However this has not been fully tested so i would advise you to back up everything before you do so… it should work though!
Can you give me a short description what steps are needed to “install” your plugin? Do I need to change the code manually or is there a way to exchange the complete files?
there is a couple of ways to do this. there is a ‘git’ way or there is a manual way which is probably less hassle. I can describe to you what to do…you decide
Okay seeing as you dont know what git is i will explain what Git is a “GitHub is a Web-based Git repository hosting service. It offers all of the distributed revision control and source code management (SCM) functionality of Git as well as adding its own features.”. not too technical but essentially it is really great for keeping a history of versions for code.
but the wway that is probably best for you is to just copy and paste the code! However WARNING! if you update your instance of suite…the changes that you make will be blown away. but anyways apart from that
go to the link and open it up. Click on the “files changed 5” tab
each section of this tab section represents each file which i have changed. The location of the file is also defined at the top of each section. This location will be the location you will need to copy and paste into on your local file system of suite.
Go to each section and click on the view button to display the whole file. Copy all of the code…then paste it into its according file location on your local instance of suite files.
Just ask if you need help. wrote this in a rush ha!
I´m looking at a test-target list.
At the part “accounts” I klick select, then the popp window to search accounts comes up.
In that window I select some accounts ans click the “Select”-Button.
Afterwards the accounts are in the test-target list.
Where in those steps should I see the additional button?
you have to go to the list view of Accounts. Then select your accounts…then use the list view action buttons. there you will see the “Add Contacts To Target List” button