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Campaign Types

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Campaign Types are categories that contain multiple Campaigns. You enter the Campaign on the Customer Detail Tab, and that specific Campaign itself belongs to a Campaign Type, thus grouping the Customers at a higher level, to help further as you analyze your marketing expenses. For instance, you may wish to make groups by different marketing channels, such as Media, Listing or Online advertising.

The Campaign Type is a Search Field on the Campaign Lookup screen.

Setting up a Campaign Type:

On the Work Menu at the top of the screen, click the A/R down-arrow, and select Campaign Types.
The smaller-size Lookup screen will appear. (To add or change a record, see Small Lookup, Add or Edit.)
Next, the Campaign Type Details screen will appear. This screen has a second Tab for Notes.

Screen fields:

Campaign Type:

Required. The descriptive name for this Campaign Type, according to the groupings suitable for your Company.

Is Active:

Use the checkbox to indicate currently used by your Company. If you later remove the check-mark making this field Inactive, this entry will still show on older records where it has already been used, but will not be available for use in the future.

The default for the Lookup screen is to show Only Active records. You can remove the check-mark from the select-box on that screen and view all.

When complete:

Click OK to save your entries and exit the screen.

 


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