Contacts Tab of Marketing Campaign Info Center

Use the Contacts tab to associate one or more contacts with a marketing campaign. You associate a contact record with a marketing campaign record when you add it to the Contacts grid. Both records reflect the association.

Contents

A contact record must exist in your database before you can associate it with a marketing campaign record.

Contacts Grid

The fields on the grid display information from the record in the Contact Info Center or Vendor Info Center.

Field	Description
Contacts Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Associate	Click this option to add a contact to the Contacts grid.
Remove	Click this option to remove a contact from the Contacts grid.
Name	This field displays the contact's name. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window.
Client/Vendor	If the contact is a client or vendor, this field displays the associated name as it displays in the respective Info Center record. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window.
Title	This field displays the contact's title.
Phone	This field displays the contact's business phone number.
EMail	This field displays the contact's email address. Click the email address to open your default email application and send an email message to the contact.
Address1	This field displays the contact's street address.
City	This field displays the contact's city.
State/Province	This field displays the contact's state or province.
Zip/Postcode	This field displays the contact's ZIP or postal coded.