Tweet
Is there an... elegant way to add contacts in groups or lists? I'd like to be able to have overlapping groups of contacts so I can filter for, say, "Trusted Customers," or "Repeat business" or "Friends/Family" etc. And then I can get a list of those contacts to segment them out for creating event lists or tasks or the like. I can create a 'Contact Group' entity, but there's no way to use that as a filter in the Contacts display areas. Is this something that can be done that I'm missing (I'm still somewhat new to this CRM, and we're still evaluating it, but I love its extensibility), or is this a "I'll need to add an extension" scenario?
-
-
probabely you can use something similar to category tree (only with) similar to target list and categories or Knowledge base Categories and Knowledge base Article. -
Do you mean having filters like this?
Out of the box, a user can store filters. These filters won't be available for other users though. There are two solutions to having global filters: to create a filter manually (there were guidelines on the forum) or use the report filter feature from the Advanced Pack.
The scheme is the following:
1. Some entity is used to categorize contacts. I'd use the Target List.
2. Filters created to list only contacts related to the specific category.Comment
-
Thanks for the tips, Yuri! I'll look into it!Comment
-
Perfect! Your suggestion works just the way I wanted it to!Comment
-
One other question -- somewhat related: when I am creating a Target List, it asks for a Category (with a select box), but I can't see anywhere to edit Target List Categories. Is this a future feature thing? Or am I missing something obvious?Comment
-
On the Target Lists page, in the menu on the right, there's "Manage Categories". There are also a few additional ways to reach it.
Note that if you logged as a regular user and your user does not have access to the Target List Categories scope, you won't be able to see categories.Comment
-
Okay! I see it now! Thank you again so much!Comment
Comment