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#3458 - Subpanel Mailchimp activities

Closed General Question created by ITS4U Verified Purchase a year ago

Dear support team,

We need to have a subpannel on contacts and accounts with the mailchimp activities.
I saw the tab "Mailchimp activities" and I can display it but i can't do the same with the sub panel.
I also saw the dashlets but that do not respond our need, we do not use the dashlets on the mobile app and the sales spend 70% of their time on their smartphone.
Could you please help me ?

Thank you in advance
Kind regards

  1. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    a year ago

    Hello, thanks for asking about this.

    I can see how the subpanel can be used on mobile in lieu of the dashlet. When you refer to the mobile app, is your sales team using the web-based mobile app? The native iphone/android app? or both?

    This will likely require a paid customization to make this work for you. Is this something you would like us to research and provide a quote for?

    Thanks!
    Jon

  2. ITs4U member avatar

    ITS4U Verified Purchase

    a year ago

    Hello !
    Thanks for answering

    Most of them use the iphone native app, and a few users use the android native app.
    I would like have a quote for this functionality

    Kind regards

  3. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    a year ago

    Thanks for sharing those details. We will look at what it takes to get the subpanel developed and working on the mobile platforms. I will let you know as soon as we have an estimate.

    Best Regards,
    Jon

    • ITs4U member avatar

      ITS4U Verified Purchase

      a year ago

      Thanks for answering, just to be sure we're well understanding each other.
      We need a subpanel on the mobile application and also on the web platform.
      The sales team use their mobile and their laptop.

      I'm waiting for your feedback
      Kind regards
      Olivia

    • fanaticallabs member avatar

      Fanatical Labs Provider Affiliate

      a year ago

      Hello Olivia,

      I believe I understand your requirements above. The dashlet must be viewable in both the mobile application as well as on the web browser. I will be in touch shortly with a quote so we can move forward with the work.

      Best Regards,
      Jon

  4. michelemannon member avatar

    michelemannon

    a year ago

    I would also love to learn about this option. I was just in SugarCRM looking for the mailchimp activities subpanel and no dice.

  5. fanatical_jon member avatar

    Jon S Provider

    a year ago

    Hello Michele,

    Thank you for letting us know that you are interested in this feature. However, the dashlet is the best way to view the activities while on the web platform. Are you able to see the dashlet? We are looking at the customization to add subpanels for activities to each record.

    Thanks,
    Jon

  6. fanatical_jon member avatar

    Jon S Provider

    a year ago

    Hello everyone,

    I hope you've had a nice holiday season. I apologize for the long delay, but I've got good news regarding the feature. We were able to dig into what is needed to add the subpanels on mobile and the web application, and will be able to add them into the product with no additional development costs to do so. I expect it to be another week until we have the feature fully tested and integrated, but I will update this forum when we have made the new package public.

    Thanks for bringing this feature to our attention, I will update you again soon.

    Best Regards,
    Jon

  7. fanatical_jon member avatar

    Jon S Provider

    a year ago

    Hello anyone checking this channel. I am glad to announce the release of SugarChimp 7.11 which includes the MailChimp Activities sub panel for browser as well as mobile. We are currently working on updating our documentation to include the sub panel addition, but you can go ahead and download and install the latest version from your Purchases page here: https://www.sugaroutfitters.com/orders

    From there, you will install the update using the yellow section on the guide: https://www.sugaroutfitters.com/docs/SugarChimp/user-guide

    Then, you will need to add the MailChimp Activities module to the mobile version from admin > Mobile.

    Let me know if you have any questions getting the mobile dashlet setup!

    Thanks,
    Jon

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  • "SugarChimp is exactly what we needed, it syncs nicely between MailChimp and Sugar. The added MailChimp dashlet is very sophisticated. Works great – thank you!"

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