Difference between revisions of "Forms"
From All n One's bxp software Wixi
Philip Lacey (talk | contribs) |
Philip Lacey (talk | contribs) |
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*'''Edit''' a campaign | *'''Edit''' a campaign | ||
*'''Copy''' a campaign | *'''Copy''' a campaign | ||
| − | *'''Search fields''' | + | *Campaign - '''Search Display fields''' |
*'''Set up''' an external campaign | *'''Set up''' an external campaign | ||
| Line 27: | Line 27: | ||
*Choose the campaign you wish to copy. | *Choose the campaign you wish to copy. | ||
*Change the name for this campaign to differentiate between the two. | *Change the name for this campaign to differentiate between the two. | ||
| + | *Copy Campaign | ||
| + | *This will copy the exact contents of the campaign, including the security access of the users. | ||
| + | |||
| + | =='''Campaign - Search Display fields'''== | ||
| + | *Choose the campaign you wish to display fields. | ||
| + | *Choose the fields from the list displayed on the screen. | ||
| + | *The fields you choose, will determine what will appear when you lookup a record. | ||
| + | *For example, if you choose Name and Phone No. from the field list, when you lookup a record, those fields will appear on screen. | ||
Revision as of 15:30, 21 March 2012
Contents
1 Database Management Menu - Campaign building
The Database Management Menu is a very important module for a System Champion. Here, you will build campaigns/scripts within the BE system.
In Database – Primary Management, the system champion can:
- Add a campaign
- Edit a campaign
- Copy a campaign
- Campaign - Search Display fields
- Set up an external campaign
2 Add a Campaign
- Give it a descriptive, unique name.
- Choose if the campaign will be:
- Inbound
- Outbound
- Blended
- Choose the date the campaign will be available from and the date the campaign will be available until.
- It is important that the available until date is set to a date in the future to avoid the campaign becoming unavailable unexpectedly due to an expiry date.
3 Edit a Campaign
- Choose the campaign you wish to edit.
- Edit the incorrect information from the fields displayed on the screen.
- Update campaign.
4 Copy a Campaign
- Choose the campaign you wish to copy.
- Change the name for this campaign to differentiate between the two.
- Copy Campaign
- This will copy the exact contents of the campaign, including the security access of the users.
5 Campaign - Search Display fields
- Choose the campaign you wish to display fields.
- Choose the fields from the list displayed on the screen.
- The fields you choose, will determine what will appear when you lookup a record.
- For example, if you choose Name and Phone No. from the field list, when you lookup a record, those fields will appear on screen.
