Campaigns
The Campaigns form is used to store detailed information on campaigns or promotions used to attract prospects and/or customers. This gives you a quick view of how long will the particular campaign run, its status, how much is the budgeted cost and its estimated revenue, how much is the actual cost and actual revenue and the campaign's expected response from prospects and/or customers. You can be as detailed as you feel necessary.
You will notice that at the top of this form are two tabs, which help group the campaign's information better. It is like having two forms connected together for each campaign. You will also notice that the Campaign ID and Description fields at the top of the form remain there in both tabs so you always know what campaign you are working on when switching between the tabs.
The Campaign Tab shows you general information about a campaign. See Adding Campaigns
The Notes Tab shows you a list of all the campaign notes. See Campaign Notes
This form can be used to add or edit records in the Campaigns form. To add new campaigns, simply click the New button at the top of this form. If you need to edit existing campaigns, just select the record you want to edit and make any necessary changes to the fields for that record. For complete details on all the field descriptions for this form and a step by step guide on how to enter new campaigns. See: Adding Campaigns
The record navigation buttons at the bottom of the form are used to move from one campaign to another. It also displays how many records are in the campaigns form and what record you are currently on. Clicking on one of the buttons will navigate you through your existing data. You may use the Find button to find a specific record.
There are several helpful options that can be set in the Company Preferences forms to help make data entry easier and faster. One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or saving.
The New button will clear the form to allow a new campaign to be added.
The Save button will save the selected campaign record.
The Find button will allow you to search for campaigns.
The Delete button will delete the selected campaign.
The Undo button will cancel out the last change/s done to the record reverting it to its older state.
The Close button will close the Campaigns form.
Press F1 or click F1-Help button in the Status bar for help on how to use the Campaigns form