by Fanatical Labs

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.

Free 30 day trial
Try it Now

By clicking you consent to share your profile with the developer

#2741 - Problem with report on SugarChimp Activity

Closed Bug? created by David E Kromann 7 years ago

Hi

Trying to create a report on the SugarChimp Activities - I have screenshots I can send?

I experience a problem with data from a related module not showing up in the report = blank fields although I know there is data in the fields.

I do the following:

select a 'Rows and Columns Report' select SugarChimp Activity select in 'Define Filters': SugarChimp Activities > MailChimp List & SugarChimp Activities > Activity Type .... and have a list selected and type = click

Next step: Display Columns: selected some fields directly from SugarChimp Activities Module + these 2: SugarChimp Activities > Accounts > Name & SugarChimp Activities > Accounts > Customer Number

Next step: Give the report details.

My problem is that the fields

SugarChimp Activities > Accounts > Name
SugarChimp Activities > Accounts > Customer Number

are blank when the report is run (and for some of the lines there is an account behind already...)

Can you help me out? - I am happy to send screenshots if you provide an email address for this.

Thanks

Br Lone

  1. chad member avatar

    Chad Hutchins Verified Purchase

    7 years ago

    Hello, thanks for giving this a try and explaining the issue in detail. You can add screenshots to this using the image icon above the editor (I think it's the 4th icon). But I think I have a good idea of what's going on.

    We do not sync Accounts between MailChimp and Sugar, we only sync Contacts/Targets/Leads, so whenever the SugarChimp Activity records come in, we link the corresponding Contact/Target/Lead to the SugarChimp Activity record. So instead of using these fields:

    SugarChimp Activities > Accounts > Name SugarChimp Activities > Accounts > Customer Number

    Try using these:

    SugarChimp Activities > Contacts > Accounts > Name SugarChimp Activities > Contacts > Accounts > Customer Number

    Let us know if that works. Thanks!

    • LoneLauritsen member avatar

      David E Kromann

      7 years ago

      Hi Chad

      Thanks it works perfectly - is in my instance called 'related contacts' though.

      Thank you for the fast reply - we can now move on and use our campaign results from within sugar.

      BR Lone

    • chad member avatar

      Chad Hutchins Verified Purchase

      7 years ago

      Good to hear! Let us know if we can help with anything else. Have a great weekend!

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
Rating
  • "The team is always proactive in assisting with any questions. Keep up the great work! Great product and great support!"

    Read More Reviews