Projects Tab of Marketing Campaign Info Center

Use the Projects tab to keep track of the projects awarded to your firm as a result of the marketing campaign. You associate a project record with a marketing campaign record when you add it to the Projects grid. Both records reflect the association.

Contents

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

Projects Grid

The fields on the grid display information from the project record in the Project Info Center.

Field	Description
Projects Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, 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 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 this 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 project to the Projects grid.
Remove	Click this option to remove a project from the Projects grid.
Project	This field displays the project number.
Name	This field displays the project 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.