Procedures
While the details for working with records vary across Info Centers, the basic procedures are similar.
Related topics:
- Select a Marketing Campaign Record
When you want to find an Info Center record, you can use a Lookup, the Quick Find feature, or the Info Center Search dialog box. - Add a New Marketing Campaign Record
Use the Marketing Campaign Info Center to create new marketing campaign records. Each record must have a unique identifier. - Copy a Marketing Campaign Record
You can copy and modify an existing marketing campaign record to create a new record. - Modify a Marketing Campaign Record
You can modify most Info Center records at any time. The basic procedure that you use to modify records is the same for all Info Centers. - Associate a File Link with a Marketing Campaign Record
You can associate file links with Info Center records on the Links grid of any Info Center that allows file link associations. - Attach a Document to a Marketing Campaign Record
You can upload a new document and attach it to an Info Center record if Ajera CRM has been configured to allow you to attach documents and the file type is an approved file type. - Delete a Marketing Campaign Record
When you delete an Info Center record, you permanently remove it from the Ajera CRM database. You cannot undo the deletion of an Info Center record. The basic procedure that you use to delete records is the same in all Info Centers. - Managing Marketing Campaign Associations
You can specify relationships between marketing campaign records and other types of Info Center records on the grids throughout the Marketing Campaign Info Center.
Parent Topic: Marketing Campaign Info Center Overview