Creating a new CRM Campaign record

In CRM 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 CRM Campaign, 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 CRM Campaign resource assigned to your role must include the 'Create' operation.

Creating a new CRM Campaign record:

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

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

    Create

    • Enter or select from the lookup 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 the new Campaign Code. You can enter up to a maximum of 20 characters in this field. Each CRM Campaign must be assigned a unique code.

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

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

  4. The CRM Campaign-Detail page opens for the new record.

    • In the General section:

      • Campaign Description - enter the the full description of the Campaign. You can enter up to 30 characters in this field. This is a mandatory field.

      • Campaign Manager - enter or select from the lookup the Campaign Manager associated with the Campaign. This field is optional.

      • Campaign Status - enter or select from the lookup the Campaign Status associated with the Campaign. This is a mandatory field.

      • Campaign Type - enter or select from the lookup the Campaign Type associated with the Campaign. This is a mandatory field.

      • Start Date - enter or select from the calendar icon the Start Date associated with the Campaign. This is a mandatory field.

      • End Date - enter or select from the calendar icon the End Date associated with the Campaign. This is a mandatory field.

    • In the Other section:

      • Cost - enter the Cost associated with the Campaign. You can enter a numeric value up to 999,999,999.00. This field is optional.

      • Expected Revenue - the Expected Revenue associated with the Campaign. You can enter a numeric value up to 999,999,999.00. This field is optional.

      • Published Document - enter the path for the Published Document location associated with the Campaign. In order to be displayed in this view, Published Documents must be stored on a network server. The URL must be entered in the following manner: \\servername\directory\subdirectory\etc.

        • When you click Submit or Save, a folder icon URL folder displays to the right of this field. Clicking on the folder icon opens the URL.

      • Work in Progress Document - enter the path for the Work in Progress Document location associated with the Campaign. In order to be displayed in this view, Work in Progress Documents must be stored on a network server. The URL must be entered in the following manner: \\servername\directory\subdirectory\etc.

        • When you click Submit or Save, a folder icon URL folder displays to the right of this field. Clicking on the folder icon opens the URL.

  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 CRM 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 CRM Campaign.

    • 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 CRM Campaigns are set up.

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