This appendix provides field-by-field information on every form used in Campaign Management. This appendix 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 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 contains information on the following forms:
The following services appear in the Campaign Management application but are described in another user guide. 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 Customer/Member Management Guide.
- Task Types Form: See the Task Types Form section in the "Customer Management Forms" appendix of the Aptify Customer/Member Management Guide.
- Tasks Form: See the Tasks Form section in the "Customer Management Forms" appendix of the Aptify Customer/Member Management Guide.