Targets list view
Switch between the normal and target list views here:
This view changes the data displayed for each organisation and shows actual invoiced values against target values that you have set up on your organisations.
Configure what is shown via the preferences window:
New button
Only available on the normal list view. Allows creation of new records in the organisations list.
Actions
Selecting one or more records in the normal list view activates the Actions menu bar:
Actions > create tasks
Creates a single task of the same type for each selected organisation - the details entered will be the same for each task created:
Actions > download
Download various CSV outputs of the selected records