This appendix provides topic provides links to the subsections that contain field-by-field information on every form used in Campaign Management. This appendix topic is intended for use as a reference guide for the various fields on any campaign management form.
The Campaign Management Forms appendix documents the forms forms are documented in alphabetical order. Within each form, tabs are also addressed in alphabetical order.
Note that the fields marked as "required" in this chapter are required at the entity level. In some cases, a required field may already have a default value so a user does not need to specify a value for these fields before saving the record. To review the list of fields required at the entity level, open the appropriate Service Properties dialog (by right-clicking the service in the Folder List and selecting Properties) and click the Fields tab.
This appendix topic contains information on the following formssub-topics:
| Child pages (Children Display) |
|---|
The following services appear in the Campaign Management application but are described in another document. Refer to the locations specified below for information on the following services:
- Contact Log Form: See the "Contact Log Form" section in the Customer Management Forms appendix of the Aptify 5.5 Customer and Member Management Guide.
- Task Types Form: See the "Task Types Form" section in the Customer Management Forms appendix of the Aptify 5.5 Customer and Member Management Guide.
- Tasks Form: See the "Tasks Form" section in the Customer Management Forms appendix of the Aptify 5.5 Customer and Member Management Guide.