Target Lists

The Target Lists module in SuiteCRM is used to separate Targets into groups, these can be groups of individuals that should be excluded from a particular Campaign, test groups or a list of Targets grouped by certain criteria, for example area or market an organisation works in.

Target Lists Actions

You can access the Target Lists actions from the Target Lists module menu drop down or via the Sidebar. The Target Lists actions are as follows:

1. Create Target List – A new form is opened in Edit View to allow you to create a new Target List record (See Fig 1a and 1b).

2. View Target Lists – Redirects you to the List View for the Target Lists module. This allows you to search and list Target List records(See Fig 2a and 2b).

Managing Target Lists

1. To sort records on the Target List List View, click any column title which is sortable. This will sort the column either ascending or descending.

2. To search for a Target List, use the Search section.

3. To update some or all the Target Lists on the List View, use the Mass Update panel.

4. To view the details of a Target List, click the Target List Name in the List View. This will open the record in Detail View.

5. To edit the Target List details, click Edit icon within the List View or click the edit button on the Detail View, make the necessary changes, and click Save.

6. To duplicate a Target List, you can click the Duplicate button on the Detail View and then save the duplicate record.

7. To delete one or multiple Target Lists, you can select multiple records from the List View and click delete. You can also delete a Target List from the Detail View by clicking the Delete button. For a more detailed guide on deleting records.

8. For a detailed guide on importing and exporting Target Lists, use the Importing Records and Exporting Records section.

9. To track all changes to audited fields, in the Target List, you can click the View Change Log button on the Target List’s Detail View or Edit View.