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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.
Where did you get the "Type" on the "Customer Card"? Is it customized? If you are talking about the Dimension (SALESCAMPAIGN present in the Demo Database), you may assign them using the Navigate -> Dimensions.
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.
I don't see any possibility that campaign can be directly liked with contact.
How do you know that it is possible in NAV2015?
There is no standard way to get it. You need to customize it.
Moreover, one Salesperson can be tagged to multiple campaigns and hence, you need to customize to bring the campaign on Contact Card.
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?
I don't any see any option unless you create the "Opportunity". You have an option in "Opportunities" on the Contact Card.
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
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