Filter by prospect custom fields

[Ericmuc]

Urgently needed:

Wonderful to see the campaign module. This I could use very often, but:

I have added custom fields to a prospect, that is important to me: prospect / technology area. So I want to import all my prospect addresses and afterwards select the prospects regarding different technology areas. But how I can filter them? It is not possible!

If I could use a filter with all fields of the prospect, I could create different prospect lists on the fly. That would be great!

Eric

[sansbury]

Yeah, creating prospect lists is currently a nightmare when the numbers go up. Right now I jam things into the title field so I can at least do some basic sorting. I would like to be able to run a query, see the results, and then check off the ones I want to add to the list en masse. And the paging should be at least 100 prospects per page, 20 is far too few.

Also, I would like to see on the prospect/lead details page (1) a button to add them to a campaign and (2) a list of campaigns they are in.

[gskohner]

I think that this is a way to get people to move to Sugar Professional. In Pro there is a way to tie a custom report to a campaign.

[manoj]

Hi,

Instead of categorizing prospects , dont you think creating a category for Prospect list is a much better approach?
You can create a PL with category as Technology and add prospects to it. This way your prospect can belong to multiple categories .

Thanks

[martinb]

Instead of categorizing prospects , dont you think creating a category for Prospect list is a much better approach?
You can create a PL with category as Technology and add prospects to it. This way your prospect can belong to multiple categories .

Well it's better, but it's still far too manual. Much, much better would be to create a segment by query as that's how you *do* segmentation. And please, subsegmenting that query by criteria and by sampling (1 in N or x% randomly) - how else are you going to do CHAID?

Oh, and while we're at it - in the 3.5.1OSS, you can't *remove* people from a prospect list *or* remove a prospect list from a campaign - you have to trash the *whole list* and start again. LART LART LART LART.

[manoj]

There is a remove('rem') icon on the Prospect subpanel which can be used to remove a prospect from the list. However , the remove Prospect List from the campaign feature is not in 351. We will fix this issue in the next releases.

[martinb]

Sorry, yes, you're right.

But it's inconsistent with the behaviour of other lists which have the checkbox/batch operation way of doing things. Removing many prospects at once is just *tedious*.

[martinb]

Much, much better would be to create a segment by query as that's how you *do* segmentation. And please, subsegmenting that query by criteria and by sampling (1 in N or x% randomly) - how else are you going to do CHAID?

Manoj - do you have the ability to create/populate a segment at run time from criteria in 4.0?

Also, is the "Number of emails sent per batch" admin option to prevent timeouts/failures midway through a dispatch run?

Ultimately, the way to go is probably multi-threaded... each contact can instantiate a communications plan (ie a process flow, including 'send communications' steps) which runs as a persistent independent thread. Don't know how possible this is with PHP, though.