Hi Everyone,

I would like to share a problem I identified with one of my customer. I have requested this issue for fix in the next patch release.

In the meantime, this article serves as topic for discussion for current users facing similar issues.

Pre-condition: This issue is identified for 7.3 and 2017 versions of CRM, when Mail Chimp integration was introduced. Setup Mail chimp integrated with any 7.3 versions and above will reproduce this issue.

Issue: When Push to Mail Chimp using Static Group, if static group is created using "Added Records to Group" or Saved Search, these records will not be pushed to Mail Chimp. However, if you have already defined Search Criteria like how Dynamic group is created, then these records will be pushed to Mail Chimp.

Steps to Reproduce :
1. Search for company with a company name, preferably with email, then Create a New Group.

2. Provide a Name, select Type Static Group.

3. Navigate to the new group just created.

4. Click on Add Records to the Group.

5. Add Records via Find/Saved Search:

6. Add another company with a Business email address to the group & Continue:

7. Now with two companies added, Push Group to Mail Chimp.

8. End Results :
Only the first record was added to Mail Chimp, any subsequent added records does not import into Mail Chimp at all.

Root Cause:
When Mail Chimp is introduced late after 7.3, the Push to Group function query into SQL with WHERE Clause set using Search Criteria. In another word, it will only send the records to Mail Chimp from Search Criteria, while Added Records will be ignored.

(Picture below, only Gatecom was added initially for search criteria)

Consideration :
It could be that there is limitation, because capturing all different combinations of search criteria might be ineffective for the program to perform SQL query.
This can be overcome easily, if program design can consider using Pers_PersonID IN (111,222,333) in SQL as replacement for Add Records function.

Static Group with Added Records works fine with:

• • Merge to Word

  • Merge to PDF

  • New Task

  • New E-mail

  • Export to File

Does Not work well with:

• • Change

  • Send to Mail Chimp

  • Refresh

Conclusion:
Consider re-design static group to include added records in Search criteria.
Or re-design Send to Mail Chimp to include both added records and search criteria records.