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#1785 - ParkRoyal Studio Customer

Closed Bug? created by Faraz 3 years ago

Hi!

We are SugarCRM Partner and we have implemented SugarChimp for one of our client ParkRoyaStudios.

In our installation there are 2 issues that we have come across.

  1. Records in sugar activity module do not link with contacts or any other sugar module. They are standalone records with no relation to contacts. We need to know if there is any step in installation that needs completing. We need the resolution to that problem.

  2. I cannot find Campaign Summary Report in SugarCRM. In earlier version of Sugar 6.5, I can see Campaign Summary report under Admin menu.

Many thanks.

Regards

Faraz

  1. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    3 years ago

    Hello Faraz,

    I'm happy to help in any way I can!

    1. SugarChimpActivites should be related to any Contacts/Targets/Leads based on matching email addresses. If that email address is not found in Sugar, then you should see the standalone activities. If you have synced the List in which the activity came from, then we should have already created the subscriber for you. Could you get one of your standalone activities email addresses, then try and search for that email address in Sugar? Does it find a Contact/Target/Lead? If not, then you are still running as expected.

    2. In Sugar 7, we have implemented the Campaign Summary report as a dashlet. You can add the dashlet from your home page to view the same data. Alternatively, you could add the dashlet on your SugarChimpActivities module.

    Let me know what your situation is on number 1, I'd be happy to assist more if it is needed!

    • Faraz member avatar

      Faraz

      3 years ago

      Thank you for your response.

      I am looking into as to why SugarActivity not linking back to contacts when email address in activity and contact matches.

      Thanks.

  2. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    3 years ago

    That sounds good Faraz, let us know what you find.

  3. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    3 years ago

    Hey Faraz,

    Were you able to find anything as to why the activity modules were not linking to Sugar Contacts?

  4. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    3 years ago

    Hey,

    I'm going to go ahead and close this case out for now. If you are still having trouble, you can reply to this thread, or start a new one! Thanks.

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