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Yes, you can show the Campaign activity on the Account record for related Contacts. You need to install the dashlet for the Account module in the same way you would install it for Contacts or Leads. Let me know if you have any trouble getting that done.
Hi John, Great, however I'm looking for the mailchimp dashlet when editing a dashboard in accounts and I can't find one. Do you think I need to reinstall the package?
Thanks for updating, Craig. The first thing to try would be a reinstall, however if it installed completely first, then Sugar will not let you upload the same version. If that fails, let's try to get on a call together. You can schedule something with me here: https://calendly.com/fanaticallabs/sugarchimp-support
I look forward to talking with you soon and getting the issue resolved.
I'm just closing out this support case as we were able to find the dashlet on a call and get it setup correctly. Let me know if you have any other issues with the integration!
8 years ago
Hello there,
Yes, you can show the Campaign activity on the Account record for related Contacts. You need to install the dashlet for the Account module in the same way you would install it for Contacts or Leads. Let me know if you have any trouble getting that done.
Thanks, Jon
8 years ago
Hi John, Great, however I'm looking for the mailchimp dashlet when editing a dashboard in accounts and I can't find one. Do you think I need to reinstall the package?
8 years ago
Thanks for updating, Craig. The first thing to try would be a reinstall, however if it installed completely first, then Sugar will not let you upload the same version. If that fails, let's try to get on a call together. You can schedule something with me here: https://calendly.com/fanaticallabs/sugarchimp-support
I look forward to talking with you soon and getting the issue resolved.
Thanks! Jon
8 years ago
Hello Craig,
I'm just closing out this support case as we were able to find the dashlet on a call and get it setup correctly. Let me know if you have any other issues with the integration!
Cheers! Jon