Marketing

 

Purpose:  The Marketing tab displays the promotion communications a person has received. Only those promotion communications that utilized the record promotion functionality in the report wizard are tracked on this tab.

 

Launch Point:  This tab can be launched from:

 

      Names → File Maintenance →

 

Example:

Promotion History

 

The Promotion History grid displays promotions sent to this individual. If a communication was not actually received by the person, such as when mail is returned undelivered, the record can be deleted for the individual.

 

in place delete 2.png

To delete a promotion communication record first highlight the desired record in the Promotion History grid. Then click the in-place Delete button. When the in-place Delete button is clicked, the user will be asked to confirm deletion in the following pop-up window: