SugarCRM SupportDocumentationSugar Versions8.08.0 ProfessionalSugar Professional 8.0 Application GuideTargets

Targets

Overview

Sugar's Targets module consists of individual people who are unqualified prospects that you have some information on but who are not yet qualified leads. Information (e.g. name, email address) regarding these targets are normally acquired from business cards you receive while attending various trades shows, conferences, etc. Targets in Sugar are stand-alone records as they are not related to contacts, leads, accounts, or opportunities. Once the target is qualified according to your organization's practices, it can be converted into a lead record.This documentation will cover information and actions specific to the Targets module. For instructions concerning views and actions which are common across most Sugar modules, such as creating, editing, and deleting targets, please refer to the Working With Targets section of this page.

Please note that you will only be able to see target records as allowed by your team membership, user access type, and assigned roles. For more information on teams and roles, please refer to the Team Management and Role Management documentation in the Administration Guide. 

Target Fields

The Targets module contains a number of stock fields which come out-of-the-box with Sugar. The definitions below are suggested meanings for the fields, but the fields can be leveraged differently to best meet your organization's needs. Administrators or users with developer-level role access have the ability to alter, add, or remove fields via Admin > Studio. For more information on configuring fields, please refer to the Studio documentation in the Administration Guide.

Field Description
Account Name The account to which the target belongs
Alternate Address The target's alternate address (e.g. billing or shipping)
Assigned To The Sugar user assigned to the target
Assistant The name of the target's assistant within his or her company
Assistant Phone The assistant's phone number
Birthdate The target's date of birth
D&B Principal ID Unique ID number associated to the individual in D&B
Date Created The date the target record was created
Date Modified The date the target record was last modified
Department The target's department within their company
Description A description or other information about the target
Do Not Call Indication that the target should not be called
Email Address The target's email address
Email Opt Out Indication that the target has opted out of receiving emails
Facebook Account The target's Facebook account information
Fax The target's fax number
First Name The target's first name
Google Plus ID The target's Google Plus ID
Home The target's residence number
Last Name The target's last name
Mobile The target's mobile number
Name When viewing, the target's full name
Office Phone The target's office number
Other Phone The target's alternate phone number
Primary Address The target's primary address
Salutation Standard greeting for the target (e.g. Mr., Ms., Mrs., etc.)
Tags

User-created keywords that can be used to identify records in filters, dashlets, and reports

Note: For more information on creating and using tags, please refer to the Tags documentation.

Teams The Sugar team(s) assigned to the target record
Title The target's business title
Twitter Account The target's Twitter account information

Working With Targets

The following links will open specific sections of the User Interface documentation where you can read about views and actions that are common across most Sidecar modules. The sections following this Working With Targets section describe Target-specific behaviors and functionality. 

Content Link Description
Creating Targets
    Basic Target Creation
    Creating via Quick Create
    Creating via Subpanels
    Creating via Duplication
    Importing Targets
The Creating Records section covers the various methods of creating new target records, including via the Create button in the Targets module, the Quick Create menu on the upper right of every Sugar page, via the Targets subpanel on related module records, via duplication of an existing target record, and importing a list of targets into Sugar using a .csv spreadsheet.
Viewing Targets
    Viewing via List View
    Viewing via Record View
    Viewing via Recently Viewed
    Viewing via Preview
    Viewing via Reports
The Viewing Records section describes the various methods of viewing target records, including via the Targets list view and record view, the Recently Viewed menu in the Targets module tab, previewing targets in the right hand side panel, and reports displaying target data.
Searching for Targets
    Global Search
    List View Search
        Creating a Filter
        Saving a Filter
The Searching for Records section provides an introduction to the two searching methods for locating targets: global search, which searches across all Sugar modules, and list view search, which searches and filters within the Targets module.
Targets List View
    Total Record Count
    Create Button
    List View Search
    Checkbox Selection
    Mass Actions Menu
    Favorite Designation
    Column Reordering
    Column Resizing
    Column Sorting
    Column Selection
    Preview
    Record Actions Menu
    More Targets
    Dashboards
The List View section walks through the many elements of the Targets List View layout which contains a filterable list of all target records in Sugar. While the generic menu options are described in the User Interface sections linked to the left, the options specifically available in the Targets list view are described in the List View Mass Actions Menu and List View Record Actions Menu sections of this page. 
Targets Record View
    Favorite Designation
    Next or Previous Record
    Actions Menu
    Show More
    Subpanels
        Related Record Subpanels
        Filtering Subpanels
        Reordering Subpanels
    Dashboards
The Record View section walks through the many elements of the Targets Record View layout which contain detailed information about a single target record. While the generic menu options are described in the User Interface sections linked to the left, the options specifically available in the Targets record view are described in the Record View Actions Menu section of this page.  
Editing Targets
    Editing Inline via Record View
    Editing via Record View
    Editing Inline via Subpanels
    Editing Inline via List View
    Mass Editing via List View
    Editing Fields
The Editing Records section describes the various methods of editing existing target records, including inline via the Targets record view, in full edit mode on the record view, inline via the Targets subpanel on related module records, inline via the Targets list view, and via the Mass Update option on the list view. The Editing Fields section provides instructions for modifying the different field types available in Sugar records.
Deleting Targets
    Deleting via Record View
    Deleting via List View
    Mass Deleting via List View
The Deleting Records section describes the various methods of deleting unwanted targets, including via the Targets record view, an individual record's Actions menu on the Targets list view, and the Mass Actions menu on the list view.
Emailing Targets
    Emailing via Email Address Fields
    Emailing via List View
    Emailing via Quick Create
    Emailing via Emails Module
    Emailing via Workflows
The Emailing Records section describes the various methods of emailing target records as recipients, including clicking any email address within Sugar, via the Mass Actions menu on the Targets list view, via the Quick Create menu, via the Emails module using the Related To field, and via workflows which can automatically send emails according to conditions configured by administrator users.
Exporting Targets The Exporting Records section provides an introduction to the export functionality which allows you to download a list of targets and all their data as a .csv file for use outside of Sugar (e.g. in Microsoft Excel).
Recalculating Calculated Values The Recalculating Calculated Values section provides instructions on utilizing the Recalculate Values list view option to update calculated field values in the module if the administrator has changed the field's formula via Admin > Studio.
Finding Duplicate Targets The Finding Duplicate Records section provides instructions for locating duplicate target records. If searching on matching fields (e.g. Last Name) identifies one or more duplicates, they can be merged into a single record.
Merging Targets
    Merging via List View
The Merging Records section provides instructions for merging duplicate targets which will combine field values and related records into a single target.
Viewing Target Historical Summaries The Viewing Record Historical Summaries section describes the Historical Summary record view option which displays quick details of the target record's related calls, meetings, emails, notes, and tasks.
Viewing Target Audit Logs The Viewing Record Audit Logs section describes the View Audit Log record view option which displays a history of changes to the target's audited fields. 
Target PDFs
    Downloading Target PDFs
    Emailing Target PDFs
The Record PDFs section provides instructions for these record view options which allow you to download or email .pdf files of target information as configured by an administrator via Admin > PDF Manager.
Favoriting Targets
    Favoriting via List View
    Favoriting via Record View
    Favoriting via Subpanel
The Favoriting Records section describes the various methods of marking targets as favorites, including via the Targets list view, Targets record view, or any Targets subpanel appearing on the record view of a related module. Favoriting a target allows you to easily access it from list views, dashlets, or the Targets module tab.
Sharing Targets The Sharing Records section provides instructions for the Share record view option which composes an email with a link to the target record. If the recipient is logged into Sugar, clicking the link will bring them directly to the target's record view.

Target Menus

The Targets module contains various options and functionality which are available via menus in the module tab, list view, and record view. The following sections present each menu and its options with a link to more information about the menu option either in the User Interface documentation or, for Targets-specific functionality, within this page.

Module Tab Menus

The Targets module tab is typically located under the More tab of the navigation bar at the top of any Sugar screen. Sugar normally displays the top six modules shown in the Display Modules list of your user preferences, so the remaining displayed modules are grouped under the More tab. For more information on displayed modules for the navigation bar, please refer to the User Preferences section of the Getting Started documentation. Click the tab to access the Targets list view. You may also click the triangle in the Targets tab to display the Actions, Recently Viewed, and Favorites menu. The Actions menu allows you to perform important operations within the module. The Recently Viewed menu displays the list of targets you most recently viewed. The Favorites Menu displays the list of targets you most recently marked as favorites.
711-menu-tab

The module tab's Actions menu allows you to perform the following operations:

Menu Item Description
Create Target Opens the record view layout to create a new target
Create Target From vCard Opens the record view layout and populates fields from a vCard
View Targets Opens the list view layout to search and display targets
Import Targets Opens the import wizard to create or update targets using external data

If you do not see the Targets module tab in Sugar, please check the following:

  • The Targets module may be marked as hidden in your user preferences which will prevent the module tab from being displayed. Navigate to your user profile (upper right of Sugar), click the Advanced tab, and check the Layout Options section. If you see the Targets module in the Hide Modules list, simply move it to the Display Modules list. For more information on hiding and displaying modules, please refer to the Layout Options section of the Getting Started documentation.
  • The administrator may have disabled the Targets module for your entire Sugar instance. Reach out to your Sugar administrator to have the Targets module displayed. For more information on displaying and hiding modules throughout Sugar, please refer to the Developer Tools documentation in the Administration Guide.

List View Menus

The Targets list view displays all target records and allows for searching and filtering to locate specific targets. You can view the basic details of each record within the field columns of the list view or click a target's name to open the record view. To access a module's list view, simply click the module's tab in the navigation bar at the top of any Sugar page.

List View Mass Actions Menu

The Mass Actions menu to the right of the checkbox option in the list header allows you to perform mass actions on all currently selected records. You can use the checkbox on each record's row to select individual target records or click the checkbox in the list header to select all records displayed in the current set of list view results.
711-mass-actions

The Mass Actions menu allows you to perform the following operations:

Menu Item Description
Email Email one or more targets at a time
Mass Update Mass update one or more targets at a time
Merge Merge two or more duplicate targets
Add to Target List Add one or more targets to a target list
Delete Delete one or more targets at a time
Export Export one or more targets to a CSV file
Recalculate Values

(Available in certain circumstances) Updates calculated values to reflect changes to calculated fields made in Studio

List View Record Actions Menu

The Record Actions menu to the far right of each record's row allows you to perform actions on the individual target directly from the list view.
711-lv-actions

The list view's Record Actions menu allows you to perform the following operations:

Menu Item Description
Preview (Eye icon) Preview this target in the intelligence pane
Edit Edit this target
Delete Delete this target 

Record View Actions Menu

The Targets record view displays a single target in full detail including its fields, and subpanels of related records. To access a target's record view, simply click a hyperlinked target name from anywhere within Sugar. The record view's Actions menu appears on the top right of the page and allows you to perform various operations on the current record.
711-rv-actions

The Actions menu allows you to perform the following operations:

Menu Item Description
Edit Edit this target record.
Share Share a link to this target record via email.
Download PDF

Download the target information as a PDF file.

  • This menu option is only visible if the administrator has created a PDF template for the Targets module via Admin > PDF Manager.
  • Clicking on this menu item will expand and contract the menu to reveal or hide the available PDF templates. 
Email PDF

Email the target information as a PDF attachment.

  • This menu option is only visible if the administrator has created a PDF template for the Targets module via Admin > PDF Manager.
  • Clicking on this menu item will expand and contract the menu to reveal or hide the available PDF templates. 

Note: To send emails through Sugar, users must first configure a default user email account via Emails > Email Settings

Convert Target Convert this target to a lead.
Manage Subscriptions Manage this target's newsletter campaign subscriptions.
Download vCard Download a vCard from Sugar and transfer this target's information to another application (e.g. Outlook).
Find Duplicates Locate potential duplicates of this target record.
Copy Duplicate this target's information to create a new target record.
Historical Summary View a historical summary of activities (e.g. calls, meetings, etc.) related to this target.
View Audit Log View a record of changes to this target
View Personal Info Display this record's fields which an admin has designated as personal information
Delete Delete this target record.

Converting Targets to Leads

Sugar enables you to convert targets to leads as you determine they qualify for your organization's definition of a lead (e.g. after an evaluation/qualification process) and becomes a valid sales prospect. Please note that targets are only converted into leads in Sugar, and the new lead record will have a relationship to the original target record. Once the lead is qualified as a sales opportunity, they can be converted into contacts, opportunities, and accounts. For more information on lead conversions, please refer to the Leads documentation.

Use the following steps to convert a qualified target to a lead:

  1. Navigate to a target's record view.
  2. Select "Convert Target" from the Actions menu.
    711-convert-target
  3. Enter appropriate values for the fields in the Leads record view layout then click "Save".
    • Since targets only convert to a lead, the Leads record view displays all lead fields which are grouped by default into the Overview, More Information, and Other panels. Administrators have the ability to determine what fields are displayed on the Leads record view via Admin > Studio. For more information on configuring layouts, please refer to the Studio documentation in the Administration Guide.
    Targets_ConvertTarget_Save
  4. Once the conversion is complete, the target record will display the converted lead name at the top of the record view page. You can click the record's name to view the detail of the converted lead.
    711-converted-lead-name 

Emails and Targets

Targets include an email address which can be used to email the target as a recipient. The methods for doing so are covered in the Emailing Records section of the User Interface documentation. Targets may also be recipients of campaigns which allow you to send email messages to a large group of recipients as well as to track the results of that message. Please refer to the Campaigns and Targets section of this page for more information. In addition to being a recipient or sender of an email, targets may be related to emails by being selected in the email's Related To field. These relationships allow the target to display all relevant email correspondence in the Emails subpanel and History dashlet on a target's record view.

Emails Subpanel

The Emails subpanel in the Targets module displays emails which are associated with the target record in a variety of ways:

  • Explicitly related to the target : If the target is selected in the email's Related To field, the email and target are explicitly related, and the email will appear in the target's Emails subpanel and History dashlet. Instructions for using this flex relate field are available in the Emails documentation.
  • Implicitly related to the target : If one of the target's email addresses appears in the email's From, To, or Cc fields, the email and target are implicitly related, and the email will appear in the target's Emails subpanel and History dashlet. This implicit relationship is made for emails sent from Sugar as well as any email imported into Sugar via Inbound email targets or email archiving.

The Emails subpanel allows the following functions to be performed:

  • Email Details : To view the details of an email, click the subject to open it in detail view.
  • Record Count : Subpanel headers display the total count of related records (e.g. "5 of 6+") next to the module name. The count captures the number of records currently displayed with an additional, hyperlinked number (e.g. "6+") where there are more records than currently displayed. Click the hyperlinked number to see the total count of related records.
  • Collapse or Expand : Click anywhere in the subpanel's header to collapse or expand it. Subpanels will remain collapsed or expanded on future visits to the module.
    • Note: Administrators can choose to disable collapse stickiness or to collapse all subpanels by default via Admin > System Settings. For more information, please refer to the System documentation in the Administration Guide.
  • Column Widths : Place your cursor on the column divider. When the double arrow cursor appears, click and drag the column to the desired size. Please note that the column width will not be preserved when you navigate away from the page.
  • Column Sort : Click a column header to sort the subpanel's items by that value. Clicking the same header again will reverse the sorting order (e.g. from ascending to descending).
  • Compose a New Email : Click the Plus button on the upper right of a subpanel to create a new email with, by default, both an implicit and explicit relationship to the target you are currently viewing. The email will automatically select the target in the Related To field as well as add the target's primary email address as a recipient in the To field.
    • Note: Because creating a new related record opens a drawer on top of the current record view, you should use the Cancel button to return to record view. Using the browser's back button will return you to the previous page.
  • More Records : By default, Sugar displays up to five records in each subpanel, though administrators can alter the number via Admin > System Settings as described in the System documentation of the Administration Guide. If additional related records exist, click "More {Module Name}..." (e.g. "More Emails...") at the bottom of the subpanel to load the next set of records.

711-rli-emails-subpanel

Campaigns and Targets

Sugar's Campaigns module can be used to send mass emails or a series of newsletter emails to Sugar accounts, contacts, leads, and targets. The results of each campaign are recorded to measure its impact. Targets are not related directly to campaigns. Rather, each campaign is related to several target list records, and each target list is related to targets and other recipients. To send a campaign email to a target, the target should belong to a default-type target list associated to the campaign. To prevent a target from receiving emails from a campaign, the target should belong to the campaign's suppression list-type target list. Once a campaign is sent, the results specific to a particular target will appear in the Campaign Log Subpanel on the target's record view as described in the Campaign Log Subpanel section of this page.

Targets can be added to target lists via the target list record itself, from the Targets list view using the Add To Target List option, or from the Targets record view using the Manage Subscriptions option. Instructions for using the Add To Target List and Manage Subscriptions options in the Targets module are provided in the sections below. For instructions on other available methods of adding to target lists, please refer to the Target Lists documentation.

Adding to a Target List via Targets List View

A target list consists of a group of individuals or organizations you wish to be included or excluded on a mass marketing campaign. These targets are typically identified based on a set of predetermined criteria such as being a prospect or existing customer, age group, industry, etc. There are various ways to add targets to a target list in Sugar including using the Add To Target List option from the Target list view's Mass Actions Menu. For more information on target lists and other methods of adding target, please refer to the Target Lists documentation.

You can use the Select All feature in the list view when adding to a target list, which will allow you to easily select the first 1000 records in the result set. If you wish to add more than 1000 records or add a specific group of records to the target list, please use the filter option in list view search to perform the additions in smaller batches. 

Use the following steps to add targets to a target list via the Targets list view:

  1. Navigate to the Targets list view by clicking the Targets module tab.
  2. Use the List View Search to find the Target records you wish to add to a target list.
  3. Select the desired target records then choose "Add to Target List" from the Mass Actions menu.
    711-add-to-list
  4. Below the search bar, locate and select the desired target list in the dropdown list or click "Create new target list" to add the targets to a new target list. Click "Update" to add the record(s) to the target list.
    711-list-picker

In order to view the targets that have been added, you can navigate to the Target Lists module. Click the target list's name to open the record view, and you will see the target records within the Targets subpanel.
711-target-subpanel

Managing Target Subscriptions

Targets who receive newsletter-type campaign emails from your Sugar instance are considered subscribers to that newsletter. Users can manage these newsletter subscriptions from the Targets record view using the Manage Subscriptions option in the Actions menu. Please note that you can only manage subscriptions for newsletter-type campaigns. A newsletter campaign you have created will have one or more default-type target lists. Targets are added to these target lists in order to receive your newsletter. The Manage Subscriptions option allows you to add a target to the default-type or suppression-type target lists of your newsletter campaigns without leaving the Targets module. For more information on newsletter subscriptions, please refer to the Campaigns documentation.

Use the following steps to manage target subscriptions via a target's record view:

  1. Navigate to a target record's record view.
  2. Select "Manage Subscriptions" from the Actions menu.
    711-manage-scripts
  3. To add the target to a newsletter subscription mailing list, select the newsletter from the Available/Newsletters Unsubscribed To list and drag it to the Newsletters Subscribed To list. This will add the target to the campaign's default target list.
  4. To remove the target from the newsletter subscription mailing list, select the newsletter from the Newsletters Subscribed To list and drag it to the Available/Newsletters Unsubscribed To list. This will add them to the suppression-type unsubscription target list for the newsletter campaign which will prevent the target from receiving the newsletter. Please note that the target will not be removed from the campaign's default target list.
    Contacts_ManageSubscriptions_Remove
  5. Click "Save" to preserve your changes.

Campaign Log Subpanel

The Campaign Log subpanel contains historical information regarding a target's interaction with all Sugar campaigns. When a mass marketing campaign is sent to a target (or manually marked as sent in the case of non-email campaigns), the related campaign activity information will appear within the Campaign Log subpanel on the target's record view. This information mirrors the "View Status" page available from within each individual campaign and shows activities such as when a campaign was sent, when the recipient viewed the campaign message, when the recipient clicked a tracked link within the campaign, etc. Since this subpanel contains historical campaign interactions for the target, it cannot be used to associate a target with a campaign or otherwise manage a campaign or target list. For more information on associating a target with a campaign, please refer to the Adding to a Target List via Targets List View section of this page. For more information on campaigns, please refer to the Campaigns documentation.

The Campaign Log subpanel allows the following functions to be performed:

  • Campaign Details : To view the details of a campaign, click its name to open it in detail view.
  • Record Count : Subpanel headers display the total count of related records (e.g. "5 of 6+") next to the module name. The count captures the number of records currently displayed with an additional, hyperlinked number (e.g. "6+") where there are more records than currently displayed. Click the hyperlinked number to see the total count of related records.
  • Collapse or Expand : Click anywhere in the subpanel's header to collapse or expand it. Subpanels will remain collapsed or expanded on future visits to the module.
    • Note: Administrators can choose to disable collapse stickiness or to collapse all subpanels by default via Admin > System Settings. For more information, please refer to the System documentation in the Administration Guide.
  • Column Widths : Place your cursor on the column divider. When the double arrow cursor appears, click and drag the column to the desired size. Please note that the column width will not be preserved when you navigate away from the page.
  • Column Sort : Click a column header to sort the subpanel's items by that value. Clicking the same header again will reverse the sorting order (e.g. from ascending to descending).
  • More Records : By default, Sugar displays up to five records in each subpanel though administrators can alter the number via Admin > System Settings as described in the System documentation of the Administration Guide. If additional related records exist, click "More {Module Name}..." (e.g. "More campaign log...") at the bottom of the subpanel to load the next set of records.

Accounts CampaignLog Subpanel 

vCards and Targets

vCards are electronic business cards that are exchanged between applications such as email and web browsers. Targets may be created from vCards generated by another application or saved as vCards for use in other software.

Creating Targets via vCard

Use the following steps to create a target in Sugar via vCard:

  1. Click the triangle in the Targets module and select "Create Target From vCard".
    711-create-from-vcard
  2. Choose the vCard file from your computer and click "Create".
    Targets_Import_vCard

Downloading a Target's vCard

The following steps cover downloading a vCard and saving it as a target in Microsoft Outlook as an example:

  1. Navigate to a Targets record view.
  2. Select "Download vCard" from the Actions menu to download the vCard file.
    711-download-vcard
  3. Open the downloaded file in your mail or address book application. For this example, double clicking opens the vCard in Outlook.
  4. Make any necessary changes to the information, then click "Save & Close" to save this lead in Outlook.
    Leads_vCard_Save 

Last modified: 2018-04-27 17:06:19