AnsweredAssumed Answered

How can I add all account contacts to a target list?

Question asked by justicen@invera.com on Mar 2, 2016
Latest reply on Mar 3, 2016 by mmcpeak@atkinsonhunt.com

 

Sugar 7.6XXXPRO On-Demand

Is there a quick way to add all of the contacts from an account to a target list without having to select every contact and manually adding?

Ideally, I would like to be able to select multiple accounts and import all of the contacts from those accounts to a target list.

I have not found the 'link from reports' feature useful here as the reports are static and the accounts are always changing.

thank you.

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