A better way to manage and maintain your Target Lists. Target List Wizard allows you to keep lists up to date automatically using reports or workflows or manually from each of your records using the Target List subpanel. Also includes the ability to mass remove and also search for records that belong to a certain target list.
#4762 - Adding TL Wiz to custom modules?
We have a custom module very similar to the Contacts module, how can we get TL Wiz to show up in the configPage tool so we can use it in this new custom module? /index.php?module=ProspectLists&action=configPage
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a year ago
Hi,
The problem would not only be to show it on the config page, but also to manage it in our different functions and that might not be simple. We will have a look at that. For my understanding, what are the features of TL Wizard you would need for that module?
a year ago
Ability to filter the Contacts in that module by TL and then bulk add/remove Contacts, and mass update other fields based on that subset of contacts in the TL. Potentially would also want to tie it into the Reports module for use of those auto-update features too.
a year ago
Hi again,
How is the relationship between your custom module and target lists defined? Is it done like the relationship with contacts (table prospect_lists_prospects and related_type = 'YOUR_CUSTOM_MODULE')? Or is it with a relationship created in Studio or Module Builder?
Also, when you build a report for that custom module, does the Add to target list menu work from that report?