Usage: Campaign Categories can be added as well as maintained on this form.
Navigation: File > Global Settings > CRM Lists > Campaigns > Categories
Campaign Category Maintenance form
1.Click and the New Category form will open. 2.Enter the Category name. 3.Click and the new record will be added. |
1.Select the Category you wish to update by clicking on it. 2.Click and the Modify Category form will open. 3.Enter the new name in the Category field. 4.Click and the changes will be saved. |
1.Select the Category you wish to delete by clicking on it. 2.Click 3.Select YES when prompted for confirmation. Please Note: The record will be deleted from the database, but you may add it back at any time. |