Hi All
When entering a new Customer Card (Type: Person) how can I get a drop down box of the campaign No.s into the General section? Ideally we'd like it to be positioned under the Salesperson Code.
Or are we missing another way to link new customers to the related campaign source?
As you can probably tell we're new to Dynamics NAV 2015!
Many thanks in advance for any help you could give.
Mark
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Why do you want to assign a campaign to the contact card ?
I think the functionality you might be looking is segments, check the below link
Ah OK seems that what I really should be asking is how do I tie a campaign to contact so I can see how effective my marketing efforts are?
When a customer calls we ask where they heard from us. I.e via which campaign, so how do we add that information so to view the effectiveness of the campaigns?
Is it Dimensions I should be looking into Mahesh?
Cheers
Mark
I don't see any possibility that campaign can be directly liked with contact.
How do you know that it is possible in NAV2015?
Hi Mahesh
Thanks for your quick response, pardon me, I meant Contact Card - General section - Type: Person.
It's the blind leading the blind here since the group has forced us to implement NAV with very little help. Dimensions is not something I know about yet. We've simply added all our campaigns to Campaign Cards so far And would like to ultimately see how well each one does.
Kind regards
Mark
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