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Adding Campaign Notes

The following steps will explain in detail how to add a new campaign note.

 

From the Main menu, click on Contact Manager, then Campaigns. The Campaigns Find form will come up where you can click on the Campaign you are looking for.  If you need to Add a new campaign, see: Adding Campaigns.  Once you have clicked on the Campaigns topic, the  Campaigns form will appear.  Next click the Notes tab at the top of the form.

1.The cursor will be flashing in the Date field with the current date already entered or you can click the dropdown button next to this field to open the calendar form where you can graphically enter a date.  Required Field.

2.The current time has already been entered in the Time field or you can  manually enter a time.  Required Field

3.In the Duration field, you can enter the amount of time - in minutes - that you spent with the campaign.  Later, you can create reports based on that duration to summarize time spent.

4.The User field will already be filled in with the user currently logged  on or you may enter a different user.  This would normally be the person recording the note.

5.Next, enter a Topic from the drop down menu.  Here you can choose to assign a topic to the note like Information, Tech Support or Problem.  This will help categorize your notes. To create a new topic click on the ellipse button and then select the new button.

6.The Notes field is a memo field which, basically means it is large enough to handle 64,000 characters of text.


Related Topics

Campaign Notes

Campaigns

Adding Campaigns