How to add custom fields to selection criteria

[Dmitry]

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.

[tanya]

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

[mmandell]

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?

[tanya]

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

[Dmitry]

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?

[tanya]

Only developing

[mmandell]

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

[Dmitry]

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.

[tanya]

Did you click Search button after account selecting?

[Dmitry]

Did you click Search button after account selecting?

I didn't :-) Thank you!