Creating a new Account Campaign record

In the Account Campaign view, you can create a record from the Search Criteria/Grid page or from the Details page. If your user id has the correct permissions to create a new customer, a Create button displays on both of these views in iTopia.

  • Note: The ability to create new records is controlled by the permissions assigned to the resource within the role. Specifically, the Account Campaign resource assigned to your role must include the 'Create' operation.

Creating a new Account Campaign record:

  1. From either the Search Criteria/Grid page or the Details page, click on Create.

  2. The Account Campaign/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter or select from the lookup a Company Number in the Company field. Enter the number of the current company in which you are working. This is a mandatory field.

    • Enter or select from the lookup a Customer code in the Customer Code field. The Customer code can be for either a Customer or Prospect.

    • Enter or select from the lookup a Campaign for the current Customer Code/Company combination entered.

  3. When all of the information is entered, click Continue to continue creating the new record.

    Note: If you enter an existing Company/Customer Code/Campaign combination and click Continue, the details page for that combination opens in edit mode.

  4. The Account Campaign-Detail page opens for the new record. There are no input fields on the Details page.

  5. When all of the information is entered, click Submit or Save.

    • When you click Save, all of your changes are saved and you remain on the Account Campaign-Details page. Once you click Save, and the record is successfully created, the Submit button also displays on the Details page. If you click Submit, the changes are saved and you are returned to the Create page where you can enter another new Account Campaign record.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Save or Submit action buttons will be discarded.

  6. Repeat these steps until all of the Account Campaign records are set up.

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