Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so you can work in your preferred app. Segment and group your Mailchimp subscribers based on Sugar data so you can market to the right people at the right time. Compatible with all versions and editions of Sugar and SuiteCRM. Created by Fanatical Labs, 2023 SugarCRM Partner Award Winner.
#2686 - How to edit list settings after it has already been created?
I just set up my Master SugarChimp list in sugar, and on the initial settings page I chose to "Automatically add contacts" to the target list, but I did not choose that for Leads and Targets. I was wondering if there was a way to go back and edit those settings after the fact? I have searched and I don't see the option anymore.
Also, I was wondering how SugarChimp actually goes about automatically adding new Leads to the target list, because in our Sugar instance at least there's only a Contacts and Users subpanel when I'm viewing a Target List. So I'm not sure how I can manually add Lead records to the target list, or how SugarChimp will do it automatically.
Hope to hear from you soon. Thanks.
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7 years ago
Hello,
If you go back to that same step 4 of the SugarChimp Configuration you can adjust and save your sync settings. Your Target List subpanels can be adjusted from your admin page. SugarChimp uses a scheduler and code to add those Leads to the Target List. I'm not sure exactly how that will be reflected on your instance if there is no visible sub panel. I'm sure they will still get added, but I doubt they will be automatically displayed. Let me know if you're able to get the settings adjusted or have any more questions.
Thanks!
7 years ago
Hello,
Do you have any update on your progress? Is there anything else we can help with in regards to SugarChimp? Thanks!
7 years ago
Sorry, I was out of town last week and missed the notification for your first response.
When I go back to the SugarChimp Configuration (Step 4), the problem is I don't see the Target List that I'm trying to adjust the settings for, which is the "Master SugarChimp List". It's not available in the dropdown.
7 years ago
Ah, I understand. So, that dropdown is limited by a setting in Sugar. If you go to admin > System Settings > List view per page, it is defaulted to 20. If you bump that number up, then the dropdown will be able to show more options. Alternatively, you could relabel the Master List to "1-Master List" so that it will appear at the beginning of that alphabetical list. Let me know if either of those does the trick for you!
Thanks, Jon
7 years ago
Ah, that was indeed the problem. Thank you for your help I really appreciate it.
7 years ago
Glad that worked! Happy to help.
I'm going to close out this support case, but let us know if you need anything else. Thanks!