Use options on the
Actions menu to perform actions that apply to the current marketing campaign record.
| Field | Description |
|---|
| Edit
|
Click this option to open the
Marketing Campaigns form to make changes to the currently selected record.
|
| Copy
|
Click this option to copy the currently displayed record.
If
Deltek detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.
In most cases, copying a record with attached documents does not copy the documents to the new record.
|
| Delete
|
Click this option to delete the currently displayed marketing campaign record.
|
| Export
|
This option displays if you are in the List View. Select this option to export records to a .CSV file format. You have the option of selecting all records (the default) or a subset of records for export to the .CSV file. The export function is disabled if you are in Detail View.
|
| Design
|
Click this option to open the screen designer, which you can use to add tabs, grids, and fields.
|
