Auto Update Target Lists in SugarCRM

We've customized Target Lists in SugarCRM for one of our clients to eliminate having to manually update the lists every time an email went out.

The concept of Target Lists is great for marketing purposes and saves a lot of time once the list is set up. However, when you create a list from a Sugar Report, it only pulls the people that are on the report at the time the list is created. 

To eliminate the need to manually update Target Lists in Sugar, we created a way to auto-update reports associated with the Target List. A simple checkbox was added to turn on the auto-update. This allows the user to decide if the list needs to update in real time or be archived. A subpanel for Reports was added and enables the user to pick all of the reports they need for the Target List. 

Every minute, the Target List is updated and records are either added or removed to reflect the current Report filter parameters. By auto-updating Target Lists, marketers can save a ton of time, and be reassured that email campaigns are being delivered to the appropriate people.

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