by Fanatical Labs

Turn Marketing Data into Revenue Intelligence. SugarChimp seamlessly syncs your SugarCRM and Mailchimp data in both directions—no manual updates, no stale lists. This real-time connection arms your sales team with richer, more meaningful insights into customer behavior.

Free Trial

By clicking you consent to share your profile with the developer

#2741 - Problem with report on SugarChimp Activity

Closed Bug? created by David E Kromann 8 years ago
Hi Trying to create a report on the SugarChimp Activities - I have screenshots I can send? I experience a problem with data from a related module not showing up in the report = blank fields although I know there is data in the fields. I do the following: select a 'Rows and Columns Report' select SugarChimp Activity select in 'Define Filters': SugarChimp Activities > MailChimp List & SugarChimp Activities > Activity Type .... and have a list selected and type = click Next step: Display Columns: selected some fields directly from SugarChimp Activities Module + these 2: SugarChimp Activities > Accounts > Name & SugarChimp Activities > Accounts > Customer Number Next step: Give the report details. My problem is that the fields SugarChimp Activities > Accounts > Name SugarChimp Activities > Accounts > Customer Number are blank when the report is run (and for some of the lines there is an account behind already...) Can you help me out? - I am happy to send screenshots if you provide an email address for this. Thanks Br Lone
  1. chad member avatar

    Chad Hutchins Verified Purchase

    8 years ago

    Hello, thanks for giving this a try and explaining the issue in detail. You can add screenshots to this using the image icon above the editor (I think it's the 4th icon). But I think I have a good idea of what's going on.

    We do not sync Accounts between MailChimp and Sugar, we only sync Contacts/Targets/Leads, so whenever the SugarChimp Activity records come in, we link the corresponding Contact/Target/Lead to the SugarChimp Activity record. So instead of using these fields:

    SugarChimp Activities > Accounts > Name SugarChimp Activities > Accounts > Customer Number

    Try using these:

    SugarChimp Activities > Contacts > Accounts > Name SugarChimp Activities > Contacts > Accounts > Customer Number

    Let us know if that works. Thanks!

    • LoneLauritsen member avatar

      David E Kromann

      8 years ago

      Hi Chad

      Thanks it works perfectly - is in my instance called 'related contacts' though.

      Thank you for the fast reply - we can now move on and use our campaign results from within sugar.

      BR Lone

    • chad member avatar

      Chad Hutchins Verified Purchase

      8 years ago

      Good to hear! Let us know if we can help with anything else. Have a great weekend!

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
  • "The best platform for synchronizing our contact information. Great job." - danielolivas

    Read More Reviews