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CRM - Making "Groups" Accessible in Other Screens

  

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In CRM, you may be using Groups, which used to be called "Target Lists".  Have you wanted to use or see these Groups in other screens, such as the Company summary screen?  Here's how!

Adding a Group/Target List field to another screen

Within the marketing area an individual wave item or wave activity can be linked to a Group, which used to be Target Lists.

How can a Group field be added to another entity?

• Add a new field called 'comp_targetlist' to the company table. The type must = 'Integer'.
• Add the field to the companyboxlong
• Open your Query Analyser or SQL query tool and change the meta data by running:

update custom_edits
set colp_entrytype = 60, colp_defaulttype= null, colp_entrysize=null
where colp_colname = 'comp_targetlist'

The Group field type = '60'.

• Refresh the metadata.
• Navigate to a company summary page and test.