DynPro is pleased to announce that we have successfully demonstrated the ability to add dynamic target lists to SugarCRM Professional and Enterprise.
Until now campaigns in SugarCRM relied on the use of static lists of candidates that would be the target of a given marketing campaign execution. These lists are not aware of changes in CRM data over time and need manual review to ensure that they stay current. What has been needed is a way for these lists to update themselves according to the same rules as were used when they were first created.
DynPro is pleased to announce Dynamic Target Lists for use in SugarCRM. Now lists can automatically update themselves. This new module is undergoing further refinement before we can release it as an installable module but it already functions well for all use cases we have established.
The key features of the Dynamic Target Lists module are:
• ZERO impact to existing target list functionality
• Can be used with all existing email and MS Word merge templates
• Multiple dynamic sets can be added to any given target list
• Works with leads, contacts, users and prospects
• Dynamic refresh of lists is automatic and configurable
• Extends the use of Reports to add candidates to target lists
• Supported in Professional and Enterprise editions only
• Designed for SugarCRM 5
Adding to a Dynamic Target List
Each of the four sections of a dynamic target list; leads, contacts, users and prospects have a new button added labeled "Dynamic Select from Reports." This button works precisely the same way as the normal "Select from Reports" button. The difference is that entries added to the list dynamically have a dynamic flag 
added to them to indicate that they are part of a dynamic set and what report added them to the list. You can use this button as many times as you wish to use as many reports as needed to add dynamic entries to the list.
Using a Dynamic Target List
There are no changes required in the way that you use a dynamic target list. All existing processes and supporting templates will work precisely as they did before. The fact that some entries are dynamic is invisible to existing SugarCRM functionality.
Updating a Dynamic Target List
Dynamic Target Lists are refreshed automatically according to a user defined schedule. To support this a new job has been added to the scheduler job list. As an administrator you can create a new sheduled job and establish just how often you want the dynamic elements of target lists updated.
When this job runs it reruns all the reports used to initially add dynamic targets to the list and removes from the target list by soft delete any entries no longer found by the reports and adds any new entries the report has discovered. The soft delete ensures that no other functionality that may have depended on that record being in the target list breaks.
