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How to add custom fields to selection criteria

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  • How to add custom fields to selection criteria

    Hi everyone,

    I am just a newbie trying out EspoCRM. I have created a few custom fields in Contacts (e.g. "Tags"). How can I add these field to the "Add field" menu in Target Lists, so that I can select contacts based on this custom field?

    Thank you very much in advance.

  • #2
    Hello
    What type is of your created custom fields? Do you have Advanced Pack?

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    • #3
      With advanced pack I am having issues having the new fields created in Administration -> Entity Manager show up in the import fields for the target lists.

      How should I accomplish this?

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      • #4
        You can create a list report for contact, where you set filter for your "tag". After that synchronize your Target List with this report https://youtu.be/90cCteFpPg0?t=5m42s

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        • #5
          Thank you for your reply. No, I don't have Advanced Pack yet. Is there any other way to add selection filters to Target List?

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          • #6
            Only developing

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            • #7
              I figured out the issue. I was adding new entities on this page .../#Admin/entityManager
              Where I should have been in editing the module fields here (to add fields to account for example) .../#Admin/fieldManager/scope=Account

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              • #8
                Dear tanya ,

                I still have trouble using selection for Target List. Now, this is about some basic features.
                I am trying to select contacts that match a certain account. In the Target List, I do Contacts->Select, then Add Field->Account, then select the Account I want to use for filtering (see attached screenshot). Nothing happens.

                How do I apply this filter? I need only contacts from this Account in my list.

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                • #9
                  Did you click Search button after account selecting?

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                  • #10
                    Originally posted by tanya View Post
                    Did you click Search button after account selecting?
                    I didn't :-) Thank you!

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