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TOPIC: Automatic update of target lists

Automatic update of target lists 2 months 2 days ago #72808

  • pagibe
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Hello all,

We are using the Suite CRM 7.10.7 version and we are trying to add contacts with specific criteria to a target list. In the past, it seems that it was possible to select the results of a report as the content of a target list. How could we achieve something like this in the current version?

Thank you in advance for your reply. Waiting for your response.

Pagibe.
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Automatic update of target lists 2 months 2 days ago #72831

  • pgr
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This feature hasn't changed.

You just create a report (one that includes email addresses from Contacts, Leads, Targets or Users), and then from the Report's Detail View, open the Action menu and select "Add to Target List".

My SuiteCRM In-depth blog.
Thank you for always stating your SuiteCRM version, checking your logs, reading the Docs, and searching before you ask!
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