The following steps will explain in detail how to add a new Campaign.
1.First click on the Campaigns topic from the Contacts topic in the Main Menu. This will open the Find Campaign search form. In the Find Campaign form click the New button in the upper left hand corner of the form. This will bring you to the Campaigns form, cleared so you may enter a new campaign. The cursor will be flashing at the top of the form in the Campaign ID field.
2.VisionCore will automatically assign a unique Campaign ID for each campaign since the program comes with the feature that allows automatic assigning of Campaign IDs in the Starting Numbers form. You may disable this automatic assigning of Opportunity ID numbers by going to the VisionCore program's Main Menu, clicking on the following: the Company Preferences, the General Tab, the Starting Transaction Numbers button, in the Shortcuts area click on Contact Manager and uncheck the little white box to the right of the Campaign Number field. With the Auto Campaign ID checkbox disabled, you may assign a unique Campaign ID which can be 20 alphanumeric characters in length. There are many different naming conventions to choose from when creating your ID's. When you have finished entering data for each field, press the TAB or ENTER key to move your cursor to the next field.
3.The Description is used to enter a description about the campaign.
4.The Start Date field will automatically be filled in with today's date. This can be changed to the date the campaign is created, or a different date if you would like. Click the dropdown button next to this field to open the miniature calendar form where you can graphically enter the date.
5.The End Date field is blank by default. Enter a date as to when the campaign will end or click the dropdown button next to this field to open the miniature calendar form where you can graphically enter the date.
6.The Type field is a great way to categorize and group your campaigns. There are a few default types that have been added when you created a new data file. Of course, you can edit this list by clicking on the Ellipse button next to this field, which will open the Campaign Type form.
7.The Status field is a great way to assign a status for your campaigns. You can edit this by clicking the ellipse button in the Status field, a Campaign Status form will be opened and you can add or edit the campaign.
8.The Est. Revenue (Estimated Revenue) field is where you may enter the estimated revenue from the campaign.
9.The Budget Cost field is used to enter the budgeted cost for the campaign.
10.The Actual Revenue field is where you may enter the actual revenue generated from the selected campaign.
11.The Actual Cost field is where you may enter the actual cost spent for the campaign.
12.Enter the number of campaigns sent in the Number Sent field.
13.Enter the expected rate of response based on the number of campaigns sent in the Expected Response field.
14.The Created by field is a read only field and it automatically reflects the date this campaign was first input into the program.
15.The Modified by date is a read only field and it automatically reflects the date this campaign's record has been changed in any way.
16.The User field is used to store the names of different fields not yet available in the Campaigns form. You may add a number of user fields as you feel necessary.
17.In the Value field, type in the value (whether it be a phone number, an E-mail address, etc.).
The Notes tab displays a single line item list of all the notes that have been entered for the selected campaign. Clicking on the ellipse button will open the Campaign Notes form displaying the details of that Campaign Note. All the fields in the campaign notes are read only.