Targeted Communications - Recipient List using a List Type Field
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‎02-20-2024 03:15 PM
I'm trying to create a Recipient List from Targeted Communications. We have a field on our Account table that's called Incident Contact. It's a List type field. On the Recipient List, I've configured the User Field as Incident Contact. We have a few other conditions configured as well. Depending on the Account, the Incident Contact field can have multiple Contacts listed. However, the Recipient List is not showing all Incident Contacts. If the Account has 1 Incident Contact, it is listed. But if an Account has multiple Incident Contacts, none are showing. I think this is the same issue when running a report and showing the Incident Contact column, and it not showing every Contact in the field. If the Incident Contact has only 1 Contact, it displays. But if there are multiple Contacts, none show. Is there a way to display all Contacts in a List type field?
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‎02-20-2024 04:13 PM
Hi @MStritt ,
Please share some screen shot of that list field configuration along with account page where you are using it.
-Thanks,
AshishKM
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‎02-20-2024 05:24 PM
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‎02-20-2024 05:44 PM
Here's the configuration of the Recipients List. I've selected an Account that has 2 Incident Contacts. But it's not showing either in the Recipients tab. If I select an Account that only has 1 Incident Contact, it shows under the Recipients tab.
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‎02-20-2024 07:34 PM - edited ‎02-20-2024 07:36 PM
Thanks for sharing details, as I understand, Incident Contact [List Type] on Account [customer_account] table with reference on Contact [customer_contact ] , means incident contacts are coming from Contact table.
Let's come on Recipient List part, you are trying to prepare a named list based on specific account from Contact table [ Not the Account table ]
Query : What data this "Account Incident Contact" hold in Contact table? as Recipient List will get the data from this column of Contact table.
Table ->Recipient List [sn_publications_recipients_list]
Table ->Recipient [sn_publications_recipientslist_user_m2m]
Check the data for same Recipient List in "sn_publications_recipientslist_user_m2m" table. For multiple value, this table will not show any single record.
Are you copying Account->Incident Contact data to Contact->Account Incident Contact column, any where in code.
Check both table [ Account & Contact ] in list view, both column will show different data.
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