CRM Entry - Campaign History
The Campaign History window is opened from this function on the CRM Data Entry window.
The history of all changes to the campaigns assigned to a Prospect or Customer record can be viewed in the Campaign History window.
When the history window first opens, the history will be displayed with the most recent changes at the top of the window.
The content of the window can be sorted by any of the column headings, by clicking on the column heading button.
The columns of the report displayed in the history window are:
User ID of the User who made the change.
Date and time of the amendment.
Name of the contact.
The campaign history for all contacts will be listed.
Click on the Contact column heading to sort the history by contact name.
Campaign name.
The campaign stage prior to the change.
The current campaign stage.
Details of the change.
The content of the window can be exported to Microsoft Excel and printed as a report to screen, printer or file.
Campaign History report
This report can be printed from the Campaign History window. There are no search or sort facilities for this report; the history will be printed in the order it has been sorted on the Campaign History window.
The report includes the date and time of printing and the following details:
Date; Contact; Campaign; Previous Stage; Current Stage.
When the print function is selected, a report output window will open to enable you to select the required destination for the report: Screen, Printer or File.
The report can be printed in portrait layout.