Target List as a Sub- panel

hey Alexandra

Fortunately, I have a solution for you, configured with no coding

I used Logic Builder for Sugar configuring tool (its a cloud tool) to configure logic hooks:
1) whenever Contact or Lead record is linked to Target List, it receives a Tag with name "TL: <targetlistname>"
2) whenever Contact or Lead record  is unlinked from Target List,, the Tag with name "TL: <targetlistname>" is removed

Therefore, whenever you open the Record view for the Contact or lead you may see all the TL this record currently belonds to
This approach also enables the OOTB list view filtering and Reports to select Contacts and Leads records that belongs to the TL

There are 4 ready-to-use upgrade safe logic hooks that implement the solution
You are welcome to use them freely (I tested them for vanilla Sugar demoinstance, but you can try too),
you may install them via Module Loader
0083.z20200918_flowchart_lb5f6498ea46ee15_55453557.zip

2084.z20200918_flowchart_lb5f6498e3491764_29892914.zip

0257.z20200918_flowchart_lb5f6498dfc702a8_38177271.zip

6431.z20200918_flowchart_lb5f6498dc3724d3_50818494.zip

To give you an idea of how the implementation is done:
1. Sign in logicbuilder.integroscrm.com
2. Draw flowchart logic
3. Generate zip file in a click

Here is the logic hooks logic that is triggered on the Contact is linked to Target List and on the Contact is unlinked from Target List.
You may read both by following the white stripe

Lookin forward to your feedback,

Cheers,
Dmytro

hey Alexandra

Fortunately, I have a solution for you, configured with no coding

I used Logic Builder for Sugar configuring tool (its a cloud tool) to configure logic hooks:
1) whenever Contact or Lead record is linked to Target List, it receives a Tag with name "TL: <targetlistname>"
2) whenever Contact or Lead record  is unlinked from Target List,, the Tag with name "TL: <targetlistname>" is removed

Therefore, whenever you open the Record view for the Contact or lead you may see all the TL this record currently belonds to
This approach also enables the OOTB list view filtering and Reports to select Contacts and Leads records that belongs to the TL

There are 4 ready-to-use upgrade safe logic hooks that implement the solution
You are welcome to use them freely (I tested them for vanilla Sugar demoinstance, but you can try too),
you may install them via Module Loader
0083.z20200918_flowchart_lb5f6498ea46ee15_55453557.zip

2084.z20200918_flowchart_lb5f6498e3491764_29892914.zip

0257.z20200918_flowchart_lb5f6498dfc702a8_38177271.zip

6431.z20200918_flowchart_lb5f6498dc3724d3_50818494.zip

To give you an idea of how the implementation is done:
1. Sign in logicbuilder.integroscrm.com
2. Draw flowchart logic
3. Generate zip file in a click

Here is the logic hooks logic that is triggered on the Contact is linked to Target List and on the Contact is unlinked from Target List.
You may read both by following the white stripe

Lookin forward to your feedback,

Cheers,
Dmytro

Thanks for the help!