Target Lists - Adding Accounts, Etc.

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  • krisk
    Member
    • Dec 2015
    • 44

    Target Lists - Adding Accounts, Etc.

    When attempting to add, for example, 100 accounts to a Target List using the following procedure, I have to click "Show more" on the pop-up panel multiple times before being able to select and add more than the 5 accounts that show up in the panel by default. It would be very helpful for the selection to apply to all accounts that match the selection criteria (even if they are not shown in the pop-up panel), so that you wouldn't have to click "Show more" multiple times. Alternatively, can the show more function be modified to show all accounts with one click or at least more than 5 additional accounts at a time?

    1. Create target list
    2. Go to target list's panel Leads and click select.
    3. Search by criteria.
    4. Select all result.
    5. Click Select button
  • yuri
    Member
    • Mar 2014
    • 8440

    #2
    You also can use Select All Result. It's available OOTB.

    In Advanced Pack it's also possible to populate from Report (manually or automatically).
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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    • krisk
      Member
      • Dec 2015
      • 44

      #3
      Thanks, the Select All Result successfully applied the selection to all Accounts, which I filtered by adding and applying search fields prior to applying the Select All Result. For anyone else who hasn't figured this out, click on the little down-arrow next to vertical row of selection boxes on the left of the list of Accounts, Leads, Opportunities, etc. in the Target List selection pop-up panel. Thanks again.

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