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mcm:marketing_campaign_management [2019/02/01 09:17]
_deletedUser4_ [Address Tab] 		mcm:marketing_campaign_management [2019/02/04 09:41] (current)
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 ===== Related Activities Tab ===== ===== Related Activities Tab =====
- 
  
 {{:mcm:mcmimage60.jpeg?772x353}} {{:mcm:mcmimage60.jpeg?772x353}}
  
-> **Data Columns on Related Activities Tab** +==== Data Columns on Related Activities Tab ====
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Select** - Selection to include the field in the marketing search. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Field** - The database field name for Related Activities information. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Description** - The database field description followed by the data type in parenthesis. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Condition** - Conditions to be evaluated in the search. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **Equal** - The selected **Field** equal to the **Value 1** value. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **Not Equal** - The selected **Field** not equal to the **Value 1** value. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **Smaller Than** - The selected **Field** smaller than the **Value 1** value. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **Greater Than** - The selected **Field** greater than the **Value 1** value. {{:mcm:mcmimage4.jpeg?10x10}} **Greater or Equal** - The selected **Field** greater than or equal to the +
->  +
-> **Value 1** value. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **Smaller or Equal** - The selected **Field** smaller than or equal to the +
->  +
-> **Value 1** value. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **Between** - The selected **Field** between the **Value 1** and **Value 2** values. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Value 1** - An entered value to be used in the condition evaluation. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Value 2** - A second entered value to be used in the condition evaluation (if needed). +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Relationship** - The authorization code for the existing authorization, if any. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **And** - Indicates combination of multiple field condition evaluations must be satisfied.+
  
-{{:mcm:mcmimage4.jpeg?10x10}} **Or** - Indicates separate condition evaluations of multiple fields.+  * **Select** - Selection to include the field in the marketing search. 
 +  * **Field** - The database field name for Related Activities information. 
 +  * **Description** - The database field description followed by the data type in parenthesis. 
 +  * **Condition** - Conditions to be evaluated in the search. 
 +    * **Equal** - The selected **Field** equal to the **Value 1** value. 
 +    * **Not Equal** - The selected **Field** not equal to the **Value 1** value. 
 +    * **Smaller Than** - The selected **Field** smaller than the **Value 1** value. 
 +    * **Greater Than** - The selected **Field** greater than the **Value 1** value. 
 +    * **Greater or Equal** - The selected **Field** greater than or equal to the **Value 1** value. 
 +    * **Smaller or Equal** - The selected **Field** smaller than or equal to the **Value 1** value. 
 +    * **Between** - The selected **Field** between the **Value 1** and **Value 2** values. 
 +  * **Value 1** - An entered value to be used in the condition evaluation. 
 +  * **Value 2** - A second entered value to be used in the condition evaluation (if needed). 
 +  * **Relationship** - The authorization code for the existing authorization, if any. 
 +    * **And** - Indicates combination of multiple field condition evaluations must be satisfied. 
 +    * **Or** - Indicates separate condition evaluations of multiple fields.
  
-{{:mcm:mcmimage51.jpeg?766}} +===== Interest Tab =====
- +
-**Interest Tab**+
  
 {{:mcm:mcmimage61.jpeg?772x353}} {{:mcm:mcmimage61.jpeg?772x353}}
  
-> **Data Columns on Interest Tab** +==== Data Columns on Interest Tab ====
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Select** - Selection to include the field in the marketing search. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Field** - The database field name for Interest information. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Description** - The database field description followed by the data type in parenthesis. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Condition** - Conditions to be evaluated in the search. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **Equal** - The selected **Field** equal to the **Value 1** value. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **Not Equal** - The selected **Field** not equal to the **Value 1** value. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **Smaller Than** - The selected **Field** smaller than the **Value 1** value. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **Greater Than** - The selected **Field** greater than the **Value 1** value. {{:mcm:mcmimage4.jpeg?10x10}} **Greater or Equal** - The selected **Field** greater than or equal to the +
->  +
-> **Value 1** value. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **Smaller or Equal** - The selected **Field** smaller than or equal to the **Value 1** value. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **Between** - The selected **Field** between the **Value 1** and **Value 2** values. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Value 1** - An entered value to be used in the condition evaluation. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Value 2** - A second entered value to be used in the condition evaluation (if needed). +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Relationship** - The authorization code for the existing authorization, if any. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **And** - Indicates combination of multiple field condition evaluations must be satisfied.+
  
-{{:mcm:mcmimage4.jpeg?10x10}} **Or** - Indicates separate condition evaluations of multiple fields.+  * **Select** - Selection to include the field in the marketing search. 
 +  * **Field** - The database field name for Interest information. 
 +  * **Description** - The database field description followed by the data type in parenthesis. 
 +  * **Condition** - Conditions to be evaluated in the search. 
 +    * **Equal** - The selected **Field** equal to the **Value 1** value. 
 +    * **Not Equal** - The selected **Field** not equal to the **Value 1** value. 
 +    * **Smaller Than** - The selected **Field** smaller than the **Value 1** value. 
 +    * **Greater Than** - The selected **Field** greater than the **Value 1** value.  
 +    * **Greater or Equal** - The selected **Field** greater than or equal to the **Value 1** value. 
 +    * **Smaller or Equal** - The selected **Field** smaller than or equal to the **Value 1** value. 
 +    * **Between** - The selected **Field** between the **Value 1** and **Value 2** values. 
 +  * **Value 1** - An entered value to be used in the condition evaluation. 
 +  * **Value 2** - A second entered value to be used in the condition evaluation (if needed). 
 +  * **Relationship** - The authorization code for the existing authorization, if any. 
 +    * **And** - Indicates combination of multiple field condition evaluations must be satisfied. 
 +    * **Or** - Indicates separate condition evaluations of multiple fields.
  
-{{:mcm:mcmimage51.jpeg?766}}+===== Demographics Tab =====
  
-**Demographics Tab** 
  
 {{:mcm:mcmimage62.jpeg?772x353}} {{:mcm:mcmimage62.jpeg?772x353}}
  
-> **Data Columns on Demographics Tab** +==== Data Columns on Demographics Tab ====
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Select** - Selection to include the field in the marketing search. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Field** - The database field name for Demographics information. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Description** - The database field description followed by the data type in parenthesis. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Condition** - Conditions to be evaluated in the search. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **Equal** - The selected **Field** equal to the **Value 1** value. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **Not Equal** - The selected **Field** not equal to the **Value 1** value. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **Smaller Than** - The selected **Field** smaller than the **Value 1** value. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **Greater Than** - The selected **Field** greater than the **Value 1** value. {{:mcm:mcmimage4.jpeg?10x10}} **Greater or Equal** - The selected **Field** greater than or equal to the +
->  +
-> **Value 1** value. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **Smaller or Equal** - The selected **Field** smaller than or equal to the **Value 1** value. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **Between** - The selected **Field** between the **Value 1** and **Value 2** values. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Value 1** - An entered value to be used in the condition evaluation. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Value 2** - A second entered value to be used in the condition evaluation (if needed). +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Relationship** - The authorization code for the existing authorization, if any. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **And** - Indicates combination of multiple field condition evaluations must be satisfied. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **Or** - Indicates separate condition evaluations of multiple fields.+
  
-{{:mcm:mcmimage51.jpeg?766}}+  * **Select** - Selection to include the field in the marketing search. 
 +  * **Field** - The database field name for Demographics information. 
 +  * **Description** - The database field description followed by the data type in parenthesis. 
 +  * **Condition** - Conditions to be evaluated in the search. 
 +    * **Equal** - The selected **Field** equal to the **Value 1** value. 
 +    * **Not Equal** - The selected **Field** not equal to the **Value 1** value. 
 +    * **Smaller Than** - The selected **Field** smaller than the **Value 1** value. 
 +    * **Greater Than** - The selected **Field** greater than the **Value 1** value. 
 +    * **Greater or Equal** - The selected **Field** greater than or equal to the **Value 1** value. 
 +    * **Smaller or Equal** - The selected **Field** smaller than or equal to the **Value 1** value. 
 +    * **Between** - The selected **Field** between the **Value 1** and **Value 2** values. 
 +  * **Value 1** - An entered value to be used in the condition evaluation. 
 +  * **Value 2** - A second entered value to be used in the condition evaluation (if needed). 
 +  * **Relationship** - The authorization code for the existing authorization, if any. 
 +    * **And** - Indicates combination of multiple field condition evaluations must be satisfied. 
 +    * **Or** - Indicates separate condition evaluations of multiple fields.
  
-**Display Order Tab**+ 
 +===== Display Order Tab =====
  
 {{:mcm:mcmimage63.jpeg?772x353}} {{:mcm:mcmimage63.jpeg?772x353}}
  
-> **Data Columns on Display Order Tab** +==== Data Columns on Display Order Tab ====
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Field** - The database field name of a field selected from one of the other tabs on the search screen. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Description** - The database field description followed by the data type in parenthesis. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Order** - The order in which the field data will be displayed in the search results.+
  
-{{:mcm:mcmimage8.jpeg?786}}+  * **Field** - The database field name of a field selected from one of the other tabs on the search screen. 
 +  * **Description** - The database field description followed by the data type in parenthesis. 
 +  * **Order** - The order in which the field data will be displayed in the search results.
  
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]]+====== Communication Templates Screen ======
  
-{{:mcm:mcmimage5.jpeg?115}}+To access the TWBS Marketing Campaign Management Communication Templates screen... 
 +  * Click the SAP menu option for **Account** under the **MCM** menu. 
 +  * The Communication Template Setup screen will load. This screen will allow the user to add new templates or update existing templates, adding documents to the template from the Document Library. These templates can be attached to SAP® Business One screens and can be accessed through these screens to be used for either email or print purposes.
  
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +{{:mcm:mcmimage65.jpeg?nolink|}}
->  +
-> **Communication Templates Screen**+
  
-{{:mcm:mcmimage8.jpeg?786}} +===== Message Editor Screen =====
- +
-> To access the TWBS Marketing Campaign Management Communication Templates screen... +
->  +
-> {{:mcm:mcmimage1.jpeg}} Click the SAP menu option for **Account** under the **MCM** menu. +
- +
-{{:mcm:mcmimage64.jpeg?785}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} The Communication Template Setup screen will load. This screen will allow the user to add new templates or update existing templates, adding documents to the template from the Document Library. These templates can be attached to SAP® Business One screens and can be accessed through these screens to be used for either email or print purposes. +
- +
-{{:mcm:mcmimage65.jpeg?804x506}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**Message Editor Screen** +
- +
-{{:mcm:mcmimage8.jpeg?786}}+
  
 To access the TWBS Marketing Campaign Management Message Editor screen... To access the TWBS Marketing Campaign Management Message Editor screen...
 +  * Click the **Message Editor** button on the Communications Template screen. \\ {{:mcm:mcmimage66.jpeg?nolink|}}
 +  * **Query Type** - Selection of the Query type to be used in the message editor.
 +  * **B1 Based Query** - An SAP® Business One query.
 +  * **MCM Search Query** - A stored Marketing Campaign Manager Search query.
 +  * **Search Name** - The name of the stored Marketing Campaign Manager Search query.
 +  * **Query Category** - The category queries in SAP® Business One.
 +  * **B1 Based Query** - List of the SAP® Business One queries available in the selected **Query Category**.
 +  * **Query Fields drop down** - Lists the available fields of the selected query.
  
-> {{:mcm:mcmimage1.jpeg}} Click the **Message Editor** button on the Communications Template screen. +====== Document Library Screen ======
- +
-{{:mcm:mcmimage66.jpeg?792x502}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Query Type** - Selection of the Query type to be used in the message editor. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **B1 Based Query** - An SAP® Business One query. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} **MCM Search Query** - A stored Marketing Campaign Manager Search query. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Search Name** - The name of the stored Marketing Campaign Manager Search query. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Query Category** - The category queries in SAP® Business One. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **B1 Based Query** - List of the SAP® Business One queries available in +
->  +
-> the selected **Query Category**. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **Query Fields drop down** - Lists the available fields of the selected query. +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**Document Library Screen** +
- +
-{{:mcm:mcmimage8.jpeg?786}}+
  
 To access the TWBS Marketing Campaign Management Document Library screen... To access the TWBS Marketing Campaign Management Document Library screen...
 +  * Click the SAP menu option for **Document Library** under the **MCM** menu.
 +  * The Document Library screen will load. This screen will allow the user to add documents to the TWBS Marketing Campaign Management Document Library. Once a document has been added to the library, the document can be added to a Communication Template.
 +{{:mcm:mcmimage67.jpeg?nolink|}}
  
-{{:mcm:mcmimage1.jpeg}} 
  
-Click the SAP menu option for **Document Library** under the **MCM** menu. +====== SAP User Screen ======
- +
-{{:mcm:mcmimage51.jpeg?766}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} The Document Library screen will load. This screen will allow the user to add documents to the TWBS Marketing Campaign Management Document Library. Once a document has been added to the library, the document can be added to a Communication Template. +
- +
-{{:mcm:mcmimage67.jpeg?786x449}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**SAP User Screen** +
- +
-{{:mcm:mcmimage8.jpeg?786}}+
  
 To access the SAP® Business One Users Setup screen and set specific Marketing configuration options by user... To access the SAP® Business One Users Setup screen and set specific Marketing configuration options by user...
 +  * Click the SAP menu option for **Users** under the **Administration** -> **Setup** -> **General** menu.
 +  * Four user-defined fields have been added to this screen. \\ {{:mcm:mcmimage68.jpeg?647x324}}
  
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP menu option for **Users** under the **Administration** -> **Setup** -> **General** menu.+===== Add Button After Action... =====
  
-{{:mcm:mcmimage51.jpeg?766}}+{{:mcm:mcmimage69.jpeg?391x61}}
  
-> {{:mcm:mcmimage3.jpeg?10x10}} Four user-defined fields have been added to this screen.+This option determines what happens in the Marketing Accounts form when a new record is added. 
 +  * **OK** - Automatically re-display the Account record when it is added. 
 +  * **ADD** - Clear the form data and change the form to Add mode. 
 +  * **FIND** - Clear the form data and change the form to Find mode.
  
-{{:mcm:mcmimage68.jpeg?647x324}}+===== Config for Marketing Mode... =====
  
-> **Add Button After Action...**+{{:mcm:mcmimage70.jpeg?278x50}}
  
-{{:mcm:mcmimage69.jpeg?391x61}}+This option determines if the Marketing Accounts form opens in Add or Find mode. 
 +  * **ADD** - Open the form in Add mode. 
 +  * **FIND** - Open the form in Find mode.
  
-> This option determines what happens in the Marketing Accounts form when a new record is added. +===== Config for Related Activities... =====
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **OK** - Automatically re-display the Account record when it is added . +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **ADD** - Clear the form data and change the form to Add mode . +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **FIND** - Clear the form data and change the form to Find mode . +
->  +
-> **Config for Marketing Mode...** +
- +
-{{:mcm:mcmimage70.jpeg?278x50}} +
- +
-> This option determines if the Marketing Accounts form opens in Add or Find mode . +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **ADD** - Open the form in Add mode. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **FIND** - Open the form in Find mode. +
->  +
-> **Config for Related Activities...**+
  
 {{:mcm:mcmimage71.jpeg?306x46}} {{:mcm:mcmimage71.jpeg?306x46}}
  
-> This option determines what happens when the Related Activities tab in the Marketing Accounts form is selected. The options available are “Display All” or “Only Open.” The option can then be changed on the tab itself as needed . +This option determines what happens when the Related Activities tab in the Marketing Accounts form is selected. The options available are “Display All” or “Only Open.” The option can then be changed on the tab itself as needed. 
->  +  * **Only Open Activities** - Displays only open status related activities. 
-> {{:mcm:mcmimage3.jpeg?10x10}} **Only Open Activities** - Displays only open status related activities. +  * **Display All** - Displays all related activities regardless of status. 
->  +  
-> {{:mcm:mcmimage3.jpeg?10x10}} **Display All** - Displays all related activities regardless of status. +===== Document Management Admin Access... =====
->  +
-> **Document Management Admin Access...**+
  
 {{:mcm:mcmimage72.jpeg?278x45}} {{:mcm:mcmimage72.jpeg?278x45}}
  
-> This option determines if the Communication Template and Document Library options are available to the user. +This option determines if the Communication Template and Document Library options are available to the user. 
->  +  * **Yes** - Allows access to the Communication Template and Document Library options. 
-> {{:mcm:mcmimage3.jpeg?10x10}} **Yes** - Allows access to the Communication Template and Document Library options. +  * **No** - Does not allow access to the Communication Template and Document Library options.
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **No** - Does not allow access to the Communication Template and Document Library options. +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
- +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
->  +
-> **SAP Business Partner Master Data Screen** +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-> To access the SAP® Business One Business Partners Master Data screen... +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP menu option for **Business Partner Master Data** under the **Business Partner** menu.+
  
-{{:mcm:mcmimage51.jpeg?766}}+====== SAP Business Partner Master Data Screen ======
  
-> {{:mcm:mcmimage3.jpeg?10x10}} A custom **Interest** tab has been added to this screen.+To access the SAP® Business One Business Partners Master Data screen... 
 +  * Click the SAP menu option for **Business Partner Master Data** under the **Business Partner** menu. 
 +  * A custom **Interest** tab has been added to this screen.
  
 {{:mcm:mcmimage73.jpeg?772x465}} {{:mcm:mcmimage73.jpeg?772x465}}
  
-> **Interest Tab Fields**+===== Interest Tab Fields =====
  
-^> **Field Name**^> **Field Description**                           ^> **Data Size**^ +^Field Name^Field Description^ 
-|                |> Either select or enter a specific item of       |               | +|Item Code|Either select or enter a specific item of interest for this lead. This is the standard set of items active in SAP® Business One.| 
-|> Item Code     |> interest for this lead. This is the standard set|               | +|Item Description|If a specific item has been selected its description is displayed.| 
-|                |> of items active in SAP® Business One.           |               | +|Item Group|Select a value from the dropdown list. This is the standard set of item groups active in SAP® Business One. In a specific item has been selected its corresponding item group is displayed.| 
-|                |                                                  |               | +|Interest Date|Enter an approximate date when a sale might occur. Your business process will determine how you assign this date.| 
-|                |                                                  |               |+|Source Code|Select a value from the dropdown list. This is a user defined list of values. Click “Define New” to add a new value. Your business process will determine how this value is used.| 
 +|Campaign Code|Either select or enter a campaign code that generated interest in this product. The list of codes is based on TWBS Marketing Campaigns.|
  
  
- +====== SAP Marketing Document Screen ======
-^> Item         ^> If a specific item has been selected its       ^^^ +
-|> Description  |> description is displayed.                      ||| +
-|               |> Select a value from the dropdown list. This is ||| +
-|               |> the standard set of item groups active in      ||| +
-|> Item Group   |> SAP® Business One. In a specific item has      ||| +
-|               |> been selected its corresponding item group is  ||| +
-|               |> displayed.                                     ||| +
-|               |> Enter an approximate date when a sale          ||| +
-|> Interest Date|> might occur. Your business process will        ||| +
-|               |> determine how you assign this date.            ||| +
-|               |> Select a value from the dropdown list. This is ||| +
-|> Source Code  |> a user defined list of values. Click “Define   ||| +
-|               |> New” to add a new value. Your business         ||| +
-|               |                                                 ||| +
-|               |> process will determine how this value is used. ||| +
-|               |> Either select or enter a campaign code that    ||| +
-|> Campaign     |> generated interest in this product. The list of||| +
-|> Code         |> codes is based on TWBS Marketing               ||| +
-|               |> Campaigns.                                     ||| +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-> Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**SAP Marketing Document Screen** +
- +
-{{:mcm:mcmimage8.jpeg?786}}+
  
 To access the SAP® Business One marketing document screens... To access the SAP® Business One marketing document screens...
 +  * Click the SAP menu option for one of the documents under the **Sales -** **A/R** menu.
 +    * **Sales Quotation**
 +    * **Sales Order**
 +    * **Delivery**
 +    * **A/R Invoice**
 +  * The Campaign Code UDF has been added to the marketing document forms.
 +{{:mcm:mcmimage74.jpeg?nolink|}}
  
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP menu option for one of the documents under the **Sales -** **A/R** menu. 
->  
-> {{:mcm:mcmimage4.jpeg?10x10}} **Sales Quotation** 
->  
-> {{:mcm:mcmimage4.jpeg?10x10}} **Sales Order** 
->  
-> {{:mcm:mcmimage4.jpeg?10x10}} **Delivery** 
->  
-> {{:mcm:mcmimage4.jpeg?10x10}} **A/R Invoice** 
  
-{{:mcm:mcmimage51.jpeg?766}}+====== Using Marketing Campaign Manager ======
  
-> {{:mcm:mcmimage3.jpeg?10x10}} The Campaign Code UDF has been added to the marketing document forms. 
- 
-{{:mcm:mcmimage74.jpeg?786x596}} 
- 
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] 
- 
-{{:mcm:mcmimage5.jpeg?115}} 
- 
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** 
- 
-**Using Marketing Campaign Manager** 
- 
-{{:mcm:mcmimage8.jpeg?786}} 
  
 The following section outlines different real-world application scenarios utilizing the TWBS Marketing Campaign Management application. The following section outlines different real-world application scenarios utilizing the TWBS Marketing Campaign Management application.
  
-{{:mcm:mcmimage51.jpeg?766}}+===== How to Setup your Constant Contact Credentials =====
  
-> {{:mcm:mcmimage3.jpeg?10x10}} [[#page109|**How to Add/Remove Contact People from an Account**]] +  * Click the SAP menu option for **Configuration** under the **Administration** > **Setup** > **TWBS MCM** menus. \\ {{:mcm:mcmimage22.jpeg?288x449}} 
->  +  * The configuration screen will load. 
-> {{:mcm:mcmimage3.jpeg?10x10}} [[#page96|**How to Delete a Constant Contact List**]] +  * Click on the **Constant Contact Login** tab. \\ {{:mcm:mcmimage24.jpeg?309x208}} 
->  +  * Enter the User Name for your Constant Contact credentials. 
-> {{:mcm:mcmimage3.jpeg?10x10}} [[#page98|**How to Add/Update Accounts**]] +  * Click the **Obtain Constant Contact Login Token** button.
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} [[#page100|**How to Remove Accounts**]] +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} [[#page101|**How to Import Accounts**]] +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} [[#page104|**How to Format Data for Importing Accounts**]] +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} [[#page109|**How to Add/Remove Contact People from an Account**]] +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} [[#page112|**How to Add/Remove Addresses from an Account**]] +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} [[#page114|**How to Copy a Bill To Address to a Ship To Address**]] +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} [[#page116|**How to Add/Remove an Interest from an Account**]] +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} [[#page118|**How to Convert an Account to an SAP Business Partner**]] +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} [[#page120|**How to Link an Account to an Existing SAP Business Partner**]] +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} [[#page122|**How to Create an Activity from an Account**]] +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} [[#page124|**How to Add a Document to the Document Library**]] +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} [[#page125|**How to Remove a Document from the Document Library**]] +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} [[#page127|**How to Review Document Usage**]] +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} [[#page129|**How to Setup a Communication Template**]] +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} [[#page132|**How to Edit a Communication Template Message**]] +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} [[#page134|**How to Access an Email Communication Template**]] +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} [[#page136|**How to Access an Print Communication Template**]] +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} **[[#page138|How to Add/Update a Marketing Campaign]]** {{:mcm:mcmimage3.jpeg?10x10}} [[#page140|**How to Remove a Marketing Campaign**]]+
  
-{{:mcm:mcmimage8.jpeg?786}} +<WRAP center round tip> 
- +This information is required **only** if you wish to utilize Constant Contact for e-mail marketing management from SAP® Business One via the Marketing Campaign Management application. 
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +</WRAP>
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
- +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Setup your Constant Contact Credentials** +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-> {{:mcm:mcmimage1.jpeg}} Click the SAP menu option for **Configuration** under the **Administration** -> **Setup** -> **TWBS MCM** menus. +
- +
-{{:mcm:mcmimage22.jpeg?288x449}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} The configuration screen will load. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click on the **Constant Contact Login** tab. +
- +
-{{:mcm:mcmimage24.jpeg?309x208}} +
- +
-> Enter the User Name for your Constant Contact credentials. +
- +
-{{:mcm:mcmimage75.jpeg?11x11}} +
- +
-> Click the **Obtain Constant Contact Login Token** button. +
- +
-{{:mcm:mcmimage75.jpeg?11x11}} +
- +
-{{:mcm:mcmimage76.jpeg?728x79}}***Note*** - This information is required **only** if you wish to utilize Constant Contact for e-mail marketing management from SAP® Business One via the Marketing Campaign Management application.+
  
 {{:mcm:mcmimage77.jpeg?490x140}} {{:mcm:mcmimage77.jpeg?490x140}}
  
-> You will be prompted with a reminder to click the **Update** button after successful Constant Contact authorization. +  * You will be prompted with a reminder to click the **Update** button after successful Constant Contact authorization. 
- +  * Click the **OK** button. 
-{{:mcm:mcmimage1.jpeg}} +  * A log in screen for Constant Contact will load. 
- +  * Enter your Constant Contact account user name and password in the appropriate fields. 
-> Click the **OK** button. +  * Click the **Log In** button. \\ {{:mcm:mcmimage79.jpeg?674x562}} 
- +  * You will then be prompted if you want to allow the TWBS MCM application to access your Constant Contact account and be able to update infromation. Click the **Allow** button. 
-{{:mcm:mcmimage78.jpeg?672x490}} +  * If the token has been successfully received, the Constant Contact window will close and you will receive a successful message on the SAP status bar. 
- +  * Click the **Update** button to save configuration options. \\ {{:mcm:mcmimage80.jpeg?309x212}} 
-> A log in screen for Constant Contact will load. +  * Once the Constant Contact credentials have been obtained and saved, the **Delete List** tab will appear on the Configuration screen and allow you access to your Constant Contact lists to remove ones you wish to delete.
- +
-{{:mcm:mcmimage1.jpeg}} +
- +
-> Enter your Constant Contact account user name and password in the appropriate fields. +
- +
-{{:mcm:mcmimage1.jpeg}} +
- +
-> Click the **Log In** button. +
- +
-{{:mcm:mcmimage1.jpeg}} +
- +
-{{:mcm:mcmimage79.jpeg?674x562}} +
- +
-> You will then be prompted if you want to allow the TWBS MCM application to access your Constant Contact account and be able to update infromation. Click the **Allow** button. +
- +
-{{:mcm:mcmimage1.jpeg}}{{:mcm:mcmimage1.jpeg}} +
- +
-> If the token has been successfully received, the Constant Contact window will close and you will receive a successful message on the SAP status bar. +
- +
-{{:mcm:mcmimage1.jpeg}}{{:mcm:mcmimage1.jpeg}} +
- +
-Click the **Update** button to save configuration options. +
- +
-{{:mcm:mcmimage80.jpeg?309x212}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Once the Constant Contact credentials have been obtained and saved, the **Delete List** tab will appear on the Configuration screen and allow you +
->  +
-> access to your Constant Contact lists to remove ones you wish to delete. +
- +
-{{:mcm:mcmimage81.jpeg?804}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Delete a Constant Contact List** +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-> Click the SAP menu option for **Configuration** under the **Administration** -> **Setup** -> **MCM** menus. +
- +
-{{:mcm:mcmimage75.jpeg?11x11}}{{:mcm:mcmimage22.jpeg?288x449}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} The configuration screen will load. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} If the **Delete List** tab, is not visible, you will need to log in to Constant [[#page92|Contact to obtain a credential token. Please refer to the How to Setup]] [[#page92|your Constant Contact Credentials page of the User Guide.]] +
- +
-{{:mcm:mcmimage80.jpeg?309x212}} +
- +
-> Select the Contact List from the dropdown that you wish to delete. +
- +
-{{:mcm:mcmimage75.jpeg?11x11}} +
- +
-> Click the **Delete** button. +
- +
-{{:mcm:mcmimage75.jpeg?11x11}}{{:mcm:mcmimage82.jpeg?488x138}} +
- +
-> Click the **Yes** button on the confirmation messagebox. +
- +
-{{:mcm:mcmimage75.jpeg?11x11}} +
- +
-> The Contact List dropdown will refresh and your selected Contact List will have been removed. +
- +
-{{:mcm:mcmimage8.jpeg?786}}{{:mcm:mcmimage75.jpeg?11x11}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
- +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Add/Update Accounts** +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-**Adding an Account** +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP menu option for **Account** under the **Marketing** menu. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP **Add** button to place the Account form into Add mode. {{:mcm:mcmimage3.jpeg?10x10}} Enter the Account information. For specific information regarding the form fields, please refer to the [[#page49|**Accounts Screen**]] section of the User Guide. +
- +
-{{:mcm:mcmimage26.jpeg}}{{:mcm:mcmimage83.jpeg?620x428}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Add** button. +
- +
-{{:mcm:mcmimage51.jpeg?766}} +
- +
-> **Updating an Account** +
->  +
-> Click the SAP menu option for **Account** under the **Marketing** menu. +
- +
-{{:mcm:mcmimage75.jpeg?11x11}} +
- +
-> Load an existing Account onto the screen. +
- +
-{{:mcm:mcmimage75.jpeg?11x11}} +
- +
-> Update any information that needs to be altered. Changing the existing +
- +
-{{:mcm:mcmimage75.jpeg?11x11}} +
- +
-> values will put the form into Update mode. +
- +
-{{:mcm:mcmimage84.jpeg?620x428}} +
- +
-> Click the **Update** button. +
- +
-{{:mcm:mcmimage8.jpeg?786}}{{:mcm:mcmimage75.jpeg?11x11}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Remove Accounts** +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-> Click the SAP menu option for **Account** under the **Marketing** menu. +
- +
-{{:mcm:mcmimage75.jpeg?11x11}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Load the existing Account onto the screen that you wish to remove. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Access the Right-Click menu for the Account screen. +
- +
-{{:mcm:mcmimage85.jpeg?620x445}} +
- +
-> Select the option for **Remove**. +
- +
-{{:mcm:mcmimage3.jpeg?10x10}} +
- +
-> You will be prompted for confirmation that you wish to remove the current Account. +
- +
-{{:mcm:mcmimage86.jpeg?728x54}}{{:mcm:mcmimage3.jpeg?10x10}} +
- +
-> **Warning** - Once an Account is removed from the system, it **cannot** be recovered. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Select the **OK** button to confirm and remove the Account. +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]]+
  
-{{:mcm:mcmimage5.jpeg?115}}+===== How to Delete a Constant Contact List =====
  
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide**+  * Click the SAP menu option for **Configuration** under the **Administration** -> **Setup** -> **MCM** menus \\ {{:mcm:mcmimage22.jpeg?288x449}} 
 +  * The configuration screen will load. 
 +  * If the **Delete List** tab, is not visible, you will need to log in to Constant [[#page92|Contact to obtain a credential token. Please refer to the How to Setup]] [[#page92|your Constant Contact Credentials page of the User Guide.]] \\ {{:mcm:mcmimage80.jpeg?309x212}} 
 +  * Select the Contact List from the dropdown that you wish to delete. 
 +  * Click the **Delete** button. \\ {{:mcm:mcmimage82.jpeg?488x138}} 
 +  * Click the **Yes** button on the confirmation messagebox. 
 +  * The Contact List dropdown will refresh and your selected Contact List will have been removed.
  
-**How to Import Accounts**+===== How to Add/Update Accounts =====
  
-{{:mcm:mcmimage8.jpeg?786}}+==== Adding an Account ====
  
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP menu option for **Data Import Wizard** under the **Administration** -> **Data Import/Export** -> **MCM** menu. +  * Click the SAP menu option for **Account** under the **Marketing** menu. 
->  +  * Click the SAP **Add** button to place the Account form into Add mode. 
-> {{:mcm:mcmimage3.jpeg?10x10}} The TWBS Marketing Data Import Wizard will appear minimized on your task bar.+  * Enter the Account information. For specific information regarding the form fields, please refer to the [[#page49|**Accounts Screen**]] section of the User Guide. \\ {{:mcm:mcmimage83.jpeg?620x428}} 
 +  * Click the **Add** button.
  
-{{:mcm:mcmimage87.jpeg?691x549}}+==== Updating an Account ====
  
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Next** button to proceed.+  * Click the SAP menu option for **Account** under the **Marketing** menu. 
 +  * Load an existing Account onto the screen. 
 +  * Update any information that needs to be altered. Changing the existing values will put the form into Update mode. \\ {{:mcm:mcmimage84.jpeg?620x428}} 
 +  * Click the **Update** button.
  
-{{:mcm:mcmimage51.jpeg?766}}+===== How to Remove Accounts =====
  
-**Identify Your Import Source File**+  * Click the SAP menu option for **Account** under the **Marketing** menu. 
 +  * Load the existing Account onto the screen that you wish to remove. 
 +  * Access the Right-Click menu for the Account screen. \\ {{:mcm:mcmimage85.jpeg?620x445}} 
 +  * Select the option for **Remove**. 
 +  * You will be prompted for confirmation that you wish to remove the current Account. \\ <WRAP center round important>Once an Account is removed from the system, it **cannot** be recovered.</WRAP> 
 +  * Select the **OK** button to confirm and remove the Account.
  
-> In this step you will define the type and location of your input data file. +===== How to Import Accounts =====
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Select the table corresponding to the data you want to import. +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} TWBS_MK_OCRD: Marketing Account Master +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} TWBS_MK_OCPR: Marketing Account Contacts +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} TWBS_MK_CRD1: Marketing Account Addresses+
  
-{{:mcm:mcmimage88.jpeg?728x54}}+  * Click the SAP menu option for **Data Import Wizard** under the **Administration** > **Data Import/Export** > **MCM** menu. 
 +  * The TWBS Marketing Data Import Wizard will appear minimized on your task bar. \\ {{:mcm:mcmimage87.jpeg?691x549}} 
 +  * Click the **Next** button to proceed.
  
-> **Note** - Remember that the Marketing Account records must be imported before importing Contacts and Addresses. +==== Identify Your Import Source File ====
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the radio button for “Tab File” or “Excel File” to indicate what type of import source file you will be using. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click on the **...** button to browse for your file. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} When you select your file the contents are displayed in the grid. This will give you the chance to review the data in the file.+
  
-{{:mcm:mcmimage51.jpeg?766}}+In this step you will define the type and location of your input data file. 
 +  * Select the table corresponding to the data you want to import. 
 +    * TWBS_MK_OCRD: Marketing Account Master 
 +    * TWBS_MK_OCPR: Marketing Account Contacts 
 +    * TWBS_MK_CRD1: Marketing Account Addresses \\ <WRAP center round info>Remember that the Marketing Account records must be imported before importing Contacts and Addresses.</WRAP> 
 +    * Click the radio button for “Tab File” or “Excel File” to indicate what type of import source file you will be using. 
 +    * Click on the **...** button to browse for your file. 
 +    * When you select your file the contents are displayed in the grid. This will give you the chance to review the data in the file.
  
-**Deduping (Handling Duplicates)**+==== Deduping (Handling Duplicates) ====
  
 At the bottom of the screen are found the “Deduping” options. “Deduping” describes how you want the import process to handle situations where a duplicate record is found. The way you approach this may be different for each type of import data. At the bottom of the screen are found the “Deduping” options. “Deduping” describes how you want the import process to handle situations where a duplicate record is found. The way you approach this may be different for each type of import data.
  
-{{:mcm:mcmimage51.jpeg?766}} 
  
-**Deduping Criteria**:+==== Deduping Criteria ====
  
 Select the field from the dropdown list that you want to test for an existing record. The fields presented in the list are the fields you have included in your import file. Select the field from the dropdown list that you want to test for an existing record. The fields presented in the list are the fields you have included in your import file.
 +  * For Master records the most common test field is the Account Code
 +  * For Contact records the most common test fields might be name, e-mail address or telephone number
 +  * For Address records the most common test fields might be name, zip code or city.
  
-> {{:mcm:mcmimage3.jpeg?10x10}} For Master records the most common test field is the Account Code +==== Update or Skip ====
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} For Contact records the most common test fields might be name, e-mail address or telephone number +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} For Address records the most common test fields might be name, zip code or city.+
  
-{{:mcm:mcmimage51.jpeg?766}}+Select the desired action to be taken when a duplicate is found. Use “Update existing record with file details” if you are deliberately intending to update existing records. Use “Skip record if duplicate is found” if you are loading a new set of lead information and you don’t want to duplicate a record that already exists.
  
-**Update or Skip**+  * Click the **Next** button to proceed.
  
-Select the desired action to be taken when a duplicate is found. Use “Update existing record with file details” if you are deliberately intending to update existing records. Use “Skip record if duplicate is found” if you are loading a +==== Map Import Fields ====
- +
-new set of lead information and you don’t want to duplicate a record that already exists. +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Next** button to proceed. +
- +
-{{:mcm:mcmimage51.jpeg?766}} +
- +
-**Map Import Fields**+
  
 In the next step you will tell the application how the fields in your import file relate to the fields in the database. In the next step you will tell the application how the fields in your import file relate to the fields in the database.
 +  * The columns in your import file are listed in the left-hand grid. The database columns are listed in the right-hand grid.
 +  * Select (click on) a field in the left-hand grid, select (click on) its corresponding field in the right-hand grid, and click **Connect**. The mapped data pair is moved to the lower section of the screen. This lower section shows all fields that have been mapped for this type of import. Continue this process until all fields in your import file that you wish to import have been mapped. Note that an indicator (a small “x”) is shown next to each field that has been mapped.
 +  * If you determine that a field pair is mapped incorrectly, select the pair in the lower section of the screen and click **Disconnect**. This will clear the mapping relationship of the two fields.
 +  * When you have completed the mapping process click **Save Mapping** to save the mapping information for the actual processing step.
 +  * The **Finish** button is displayed after the mapping file has been saved.
  
-> {{:mcm:mcmimage3.jpeg?10x10}} The columns in your import file are listed in the left-hand grid. The database columns are listed in the right-hand grid. +<WRAP center round info> 
->  +The mapping process must be completed each time the import function is executed. The **Save Mapping** process simply saves a file that is used for the current import cycle. 
-> {{:mcm:mcmimage3.jpeg?10x10}} Select (click on) a field in the left-hand grid, select (click on) its corresponding field in the right-hand grid, and click **Connect**. The mapped data pair is moved to the lower section of the screen. This lower section shows all fields that have been mapped for this type of import. Continue this process until all fields in your import file that you wish to import have been mapped. Note that an indicator (a small “x”) is shown next to each field that has been mapped. +</WRAP>
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} If you determine that a field pair is mapped incorrectly, select the pair in the lower section of the screen and click **Disconnect**. This will clear the mapping relationship of the two fields. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} When you have completed the mapping process click **Save Mapping** to save the mapping information for the actual processing step. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} The **Finish** button is displayed after the mapping file has been saved. +
->  +
-> **Note** - The mapping process must be completed each time the import function is executed.+
  
-{{:mcm:mcmimage89.jpeg?723x52}} +==== Execute the Import ====
- +
-> The **Save Mapping** process simply saves a file that is used for the current import cycle. +
- +
-{{:mcm:mcmimage51.jpeg?766}} +
- +
-**Execute the Import**+
  
 Click **Finish** to execute the actual import process. A message box is displayed when the import process is complete. Click **OK** to close the message box. Click **Finish** to execute the actual import process. A message box is displayed when the import process is complete. Click **OK** to close the message box.
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 When the import process is complete you can click **Cancel** to exit the import function or click **Back** to move to previous steps. When the import process is complete you can click **Cancel** to exit the import function or click **Back** to move to previous steps.
  
-{{:mcm:mcmimage8.jpeg?786}} +=== How to Format Data for Importing Accounts ===
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
- +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Format Data for Importing Accounts** +
- +
-{{:mcm:mcmimage8.jpeg?786}}+
  
 The TWBS Marketing Campaign Management application provides a tool to import Marketing Accounts from an external text (tab delimited) or Excel file. In version 1 of the tool it is necessary to import this information in three separate cycles. Information that can be imported includes Master information, Contact information and Address information. The TWBS Marketing Campaign Management application provides a tool to import Marketing Accounts from an external text (tab delimited) or Excel file. In version 1 of the tool it is necessary to import this information in three separate cycles. Information that can be imported includes Master information, Contact information and Address information.
Line 1531: Line 1108:
 This utility can be used to both import new records and update existing records, subject to some limitations. A description of how the update process can be used is found in the “Execute the Import Process” that follows. This utility can be used to both import new records and update existing records, subject to some limitations. A description of how the update process can be used is found in the “Execute the Import Process” that follows.
  
-{{:mcm:mcmimage51.jpeg?766}}+== Create the Import Files ==
  
 +The import file can be either at tab delimited text file or a standard Excel workbook. If you use an Excel workbook only the first worksheet can be used for import data. The following tables describe the information for each data set (master, contact and address). \\ The first row of the import file should contain the column name. The information in this row is presented in the import mapping process to allow you to “connect” data in your file to the appropriate field in the Marketing database. \\ It is not necessary to have data for all columns listed in the tables. Your file can consist of columns for only the data you are going to import. So your file may only have five or six columns.
  
  
-> **Create the Import Files** +== Master Information ==
->  +
-> The import file can be either at tab delimited text file or a standard Excel workbook. If you use an Excel workbook only the first worksheet can be used for import data. The following tables describe the information for each data set (master, contact and address). +
->  +
-> The first row of the import file should contain the column name. The information in this row is presented in the import mapping process to allow you to “connect” data in your file to the appropriate field in the Marketing database. +
->  +
-> It is not necessary to have data for all columns listed in the tables. Your file can consist of columns for only the data you are going to import. So your file may only have five or six columns.+
  
-{{:mcm:mcmimage51.jpeg?766}}+The following table identifies the data that can be imported for a Marketing Account Master record. Any User Defined Fields you may have created will also be displayed in the interface so that you can import custom information as well. A more complete description of how the various fields are used is found in the [[#page48|**Marketing Campaign Manager Screens**]] sections of this User Guide.
  
-> **Master Information** +^Col #^Marketing Column (field)^Description^Max Size^Required^ 
->  +|1|Lead Code|Marketing Lead Code|15|✔| 
-> The following table identifies the data that can be imported for a Marketing Account Master record. Any User Defined Fields you may have created will also be displayed in the interface so that you can import custom information as well. A more complete description of how the various fields are used is found in the [[#page48|**Marketing Campaign Manager Screens**]] sections of this User Guide.+|2|Business Partner Code|System generated: do not import|XXX| | 
 +|3|Consolidating BP|Standard Business Partner Code: use CardCode value from OCRD|15|  
 +|4|Lead Name|Company Name|100| | 
 +|5|Contact Person|System Generated: do not import|XXX| | 
 +|6|Lead Type|Code for Lead Type: use u_Code value from @twbs_mk_leadtypes|15| | 
 +|7|Foreign Name|Company Name, Foreign|100| | 
 +|8|Group Code|Customer Group code: use GroupCode value from OCRG where GroupType = ‘C’|6| |  
 +|9|Currency|Currency Code: use CurrCode value from OCRN|3| | 
 +|10|Federal Tax ID|Tax ID|32| | 
 +|11|Phone1|Telephone number|20| | 
 +|12|Phone2|Telephone number|20| | 
 +|13|Mobile|Telephone number|50| | 
 +|14|Fax|Fax number|20| | 
 +|15|E-mail|E-mail address|100| | 
 +|16|Web Site|Website URL|100| | 
 +|17|Ship Type|Not currently used|6| | 
 +|18|Password|Password|32| | 
 +|19|Factoring Indicator|Not currently used|2| | 
 +|20|Project Code|Project Code: use PrjCode value from OPRJ|8| | 
 +|21|Contact Person|System generated: do not import|90| | 
 +|22|ID No|ID 2|18| | 
 +|23|Notes|Notes/Remarks|100| | 
 +|24|Sales Employee|Sales Employee Code: use SlpCode value from OSLP|6| | 
 +|25|BP Channel Code|Standard Business Partner Code: use CardCode value from OCRD|15| | 
 +|26|Employee|Service Technician: use EmpID from OHEM where HEM6.RoleID = -2|15| | 
 +|27|Territory|Territory Code: Use territryID from OTER|15| | 
 +|28|Status|Lead status: 1 = Active, 2 = Inactive.  Do not use 3 (Converted)|6| | 
 +|29|BillDef|Default Bill-To address: system generated – do not import|50| | 
 +|30|ShipDef|Default Ship-To address: system generated – do not import|50| |
  
-{{:mcm:mcmimage26.jpeg}} 
  
-^           ^> **Marketing**   ^                                              ^**Max**   ^            ^^ 
-|> **Col #**|> **Column**      |> **Description**                             |          |**Required**|| 
-|           |> **(field)**     |                                              |> **Size**|            || 
-|           |                  |                                              |          |            || 
-|1          |> Lead Code       |> Marketing Lead Code                         |15        |           || 
-|2          |> Business Partner|> System generated: do not import             |XXX       |            || 
-|           |Code              |                                              |          |            || 
-|           |                  |                                              |          |            || 
-|3          |> Consolidating BP|> Standard Business Partner Code: use CardCode|15        |            || 
-|           |                  |value from OCRD                               |          |            || 
-|           |                  |                                              |          |            || 
-|4          |> Lead Name       |> Company Name                                |100       |            || 
-|5          |> Contact Person  |> System Generated: do not import             |XXX       |            || 
-|           |                  |                                              |          |            || 
-|6          |> Lead Type       |> Code for Lead Type: use u_Code value from   |15        |            || 
-|           |                  |@twbs_mk_leadtypes                            |          |            || 
-|           |                  |                                              |          |            || 
-|7          |> Foreign Name    |> Company Name, Foreign                       |100       |            || 
-|8          |> Group Code      |> Customer Group code: use GroupCode value    |6         |            || 
-|           |                  |from OCRG where GroupType = ‘C’               |          |            || 
-|           |                  |                                              |          |            || 
-|9          |> Currency        |> Currency Code: use CurrCode value from OCRN |3         |            || 
-|10         |> Federal Tax ID  |> Tax ID                                      |32        |            || 
-|11         |> Phone1          |> Telephone number                            |20        |            || 
-|12         |> Phone2          |> Telephone number                            |20        |            || 
-|13         |> Mobile          |> Telephone number                            |50        |            || 
-|14         |> Fax             |> Fax number                                  |20        |            || 
-|           |                  |                                              |          |            || 
  
-{{:mcm:mcmimage44.jpeg}}+== Contact Information ==
  
-{{:mcm:mcmimage90.jpeg}}{{:mcm:mcmimage90.jpeg}}{{:mcm:mcmimage90.jpeg}}{{:mcm:mcmimage90.jpeg}}{{:mcm:mcmimage90.jpeg}}{{:mcm:mcmimage90.jpeg}}+The following table identifies the data that can be imported for a Marketing Account Contacts record. Any User Defined Fields you may have created will also be displayed in the interface so that you can import custom information as well. A more complete description of how the various fields are used is found in the previous sections of this document.
  
-^15^> E-mail             ^> E-mail address                                ^100^^^^ +^Col #^Marketing Column (field)^Description^Max Size^Required^ 
-|16|> Web Site           |> Website URL                                   |100|||| +|1|Name|Contact full name|50|✔| 
-|17|> Ship Type          |> Not currently used                            |6  |||| +|2|Prefix|Contact prefix|15| | 
-|18|> Password           |> Password                                      |32 |||| +|3|First Name|Contact First Name|25| | 
-|19|> Factoring Indicator|> Not currently used                            |2  |||| +|4|Middle Name|Contact Middle Name|25| | 
-|20|> Project Code       |> Project Code: use PrjCode value from OPRJ     |8  |||| +|5|Last Name|Contact Last Name|25| | 
-|21|> Contact Person     |> System generated: do not import               |90 |||| +|6|Solicit OK|OK to contact: valid values are ‘Y’ and ‘N’|25| | 
-|22|> ID No              |> ID 2                                          |18 |||| +|7|Mail OK|OK to contact: valid values are ‘Y’ and ‘N’|25| | 
-|23|> Notes              |> Notes/Remarks                                 |100|||| +|8|Title|Contact title|10| | 
-|24|> Sales Employee     |> Sales Employee Code: use SlpCode value from   |6  |||| +|9|Position|Contact position|90| | 
-|  |                     |OSLP                                            |   |||| +|10|Address|Contact address|100| | 
-|  |                     |                                                |   |||| +|11|Telephone|Contact telephone number|20| | 
-|25|> BP Channel Code    |> Standard Business Partner Code: use CardCode  |15 |||| +|12|Mobile Phone|Contact mobile/cell number|50| | 
-|  |                     |value from OCRD                                 |   |||| +|13|Fax|Contact fax number|20| | 
-|  |                     |                                                |   |||| +|14|E_mail|Contact e-mail address|100| | 
-|26|> Employee           |> Service Technician: use EmpID from OHEM       |15 |||| +|15|Pager|Contact pager number|30| | 
-|  |                     |where HEM6.RoleID = -2                          |   |||| +|16|Remarks1|Contact remarks/notes 1|100| | 
-|  |                     |                                                |   |||| +|17|Remarks2|Contact remarks/notes 2|100| | 
-|27|> Territory          |> Territory Code: Use territryID from OTER      |15 |||| +|18|Password|Password|8| | 
-|28|> Status             |> Lead status: 1 = Active, 2 = Inactive. Do not |6  |||| +|19|Customer Code|Marketing Lead code: this must refer to a Lead Code that already exists in the Marketing database|15|✔| 
-|  |                     |use 3 (Converted)                               |   |||| +|20|Default|Default contact flag: value = 1 if this is the default.  Only one contact can be a default per Marketing Lead|6| | 
-|  |                     |                                                |   |||| +|21|CrystalWave Contact Type|Not currently used|253| | 
-|29|> BillDef            |> Default Bill-To address: system generated – do|50 |||| +|22|CrystalWave Report Delivery|Not currently used|253| |
-|  |                     |not import                                      |   |||| +
-|  |                     |                                                |   |||| +
-|30|> ShipDef            |> Default Ship-To address: system generated –   |50 |||| +
-|  |                     |do not import                                   |   |||| +
-|  |                     |                                                |   |||| +
-|  |                     |                                                |   |||| +
-|  |                     |                                                |   ||||+
  
-{{:mcm:mcmimage28.jpeg}}{{:mcm:mcmimage29.jpeg}} 
  
-> **Contact Information** +== Address Information ==
->  +
-> The following table identifies the data that can be imported for a Marketing Account Contacts record. Any User Defined Fields you may have created will also be displayed in the interface so that you can import custom information as well. A more complete description of how the various fields are used is found in the previous sections of this document.+
  
-^           ^> **Marketing**^                                             ^> **Max** ^              ^^ +The following table identifies the data that can be imported for a Marketing Account Address record. Any User Defined Fields you may have created will also be displayed in the interface so that you can import custom information as well. A more complete description of how the various fields are used is found in the previous sections of this document.
-|> **Col #**|> **Column**   |> **Description**                            |          |> **Required**|| +
-|           |> **(field)**  |                                             |> **Size**|              || +
-|           |               |                                             |          |              || +
-|1          |> Name         |> Contact full name                          |50        |>            || +
-|2          |> Prefix       |> Contact prefix                             |15        |              || +
-|3          |> First Name   |> Contact First Name                         |25        |              || +
-|4          |> Middle Name  |> Contact Middle Name                        |25        |              || +
-|5          |> Last Name    |> Contact Last Name                          |25        |              || +
-|           |               |                                             |          |              || +
-|6          |> Solicit OK   |> OK to contact: valid values are ‘Y’ and ‘N’|25        |              || +
-|7          |> Mail OK      |> OK to contact: valid values are ‘Y’ and ‘N’|25        |              || +
-|8          |> Title        |> Contact title                              |10        |              || +
-|9          |> Position     |> Contact position                           |90        |              || +
-|10         |> Address      |> Contact address                            |100       |              || +
-|11         |> Telephone    |> Contact telephone number                   |20        |              || +
-|12         |> Mobile Phone |> Contact mobile/cell number                 |50        |              || +
-|13         |> Fax          |> Contact fax number                         |20        |              ||+
  
-{{:mcm:mcmimage44.jpeg}}+^Col #^Marketing Column (field)^Description^Max Size^Required^ 
 +|1|Address Name|Address Name|50|✔| 
 +|2|Street|Street address|100| | 
 +|3|Block|Street address 2|100| | 
 +|4|City|City|100| | 
 +|5|Zip Code|Zip/Postal Code|20| | 
 +|6|State|State/Province code: use Code value from OCST where Country = Country (item 10) below|3| | 
 +|7|Tax Code|Not currently used|8| | 
 +|8|Address Type|Type of address: valid values are ‘B’ (Bill-To) or ‘S’ (Ship-To)| |✔| 
 +|9|Card Code|Marketing Lead code: this must refer to a Lead Code that already exists in the Marketing database|15|✔| 
 +|10|Country|Country: use Name value from OCRY - MCM import will match the country name and associate the appropriate country code from the table.|100| |
  
-^14^> E_mail       ^> Contact e-mail address                      ^100                                             ^^   ^^ 
-|15|> Pager        |> Contact pager number                        |30                                              ||   || 
-|16|> Remarks1     |> Contact remarks/notes 1                     |100                                             ||   || 
-|17|> Remarks2     |> Contact remarks/notes 2                     |100                                             ||   || 
-|18|> Password     |> Password                                    |8                                               ||   || 
-|  |               |                                              |> Marketing Lead code: this must refer to a Lead||> || 
-|19|> Customer Code|Code that already exists in the Marketing     |15                                              ||   || 
-|  |               |                                              |database                                        ||   || 
-|  |               |                                              |> Default contact flag: value = 1 if this is the||   || 
-|20|> Default      |default. Only one contact can be a default per|6                                               ||   || 
-|  |               |                                              |Marketing Lead                                  ||   || 
-|21|> CrystalWave  |> Not currently used                          |253                                             ||   || 
-|  |Contact Type   |                                              |                                                ||   || 
-|  |               |                                              |                                                ||   || 
-|22|> CrystalWave  |> Not currently used                          |253                                             ||   || 
-|  |Report Delivery|                                              |                                                ||   || 
-|  |               |                                              |                                                ||   || 
-|  |               |                                              |                                                ||   || 
-|  |               |                                              |                                                ||   || 
  
-{{:mcm:mcmimage90.jpeg}}{{:mcm:mcmimage90.jpeg}}{{:mcm:mcmimage90.jpeg}}{{:mcm:mcmimage90.jpeg}}{{:mcm:mcmimage90.jpeg}}{{:mcm:mcmimage90.jpeg}}{{:mcm:mcmimage28.jpeg}}{{:mcm:mcmimage29.jpeg}}+=== How to Add/Remove Contact People from an Account ===
  
-> **Address Information** +== Adding a Contact Person ==
->  +
-> The following table identifies the data that can be imported for a Marketing Account Address record. Any User Defined Fields you may have created will also be displayed in the interface so that you can import custom information as well. A more complete description of how the various fields are used is found in the previous sections of this document.+
  
-{{:mcm:mcmimage91.jpeg?227x196}}+  * Click the SAP menu option for **Account** under the **Marketing** menu. 
 +  * Load the existing Account onto the screen that you wish to add a contact person to. 
 +  * Click the **Contact Person** tab. 
 +  * Click the **Define New** option in the left list. 
 +  * <WRAP center round info>If there are no Contact Person entries for the Account, the Define New will already be defaulted for the Account.</WRAP> \\ {{:mcm:mcmimage92.jpeg?620x428}} 
 +  * Enter the information for the Contact Person that you wish to add to the Account. 
 +  * Click the **Update** button. \\ {{:mcm:mcmimage93.jpeg?620x428}} 
 +  * The Name of your new Contact Person will now be displayed in the left list. Clicking on the Name will load the data for the Contact Person in the right matrix and allow that data to be edited and updated.
  
-^         ^> **Marketing**^                  ^> **Max** ^              ^^ +== Removing a Contact Person ==
-|**Col #**|> **Column**   |> **Description** |          |> **Required**|| +
-|         |> **(field)**  |                  |> **Size**|              || +
-|         |               |                  |          |              || +
-|1        |> Address Name |> Address Name    |50        |>            || +
-|2        |> Street       |> Street address  |100       |              || +
-|3        |> Block        |> Street address 2|100       |              || +
-|4        |> City         |> City            |100       |              ||+
  
-<HTML><ul></HTML> +  * Load the existing Account onto the screen that you wish to remove a contact person from. 
-<HTML><li></HTML>> <HTML><p></HTML>Zip Code<HTML></p></HTML> +  * Click the **Contact Person** tab. 
-<HTML></li></HTML><HTML></ul></HTML>+  * Access the Right-Click menu for the left list of Contact Person names. \\ {{:mcm:mcmimage94.jpeg?594x251}} 
 +  * Click the **Delete Row** menu option. 
 +  * The Contact Person will be removed from the Account. 
 +  * <WRAP center round important>There is no confirmation before the Contact Person is removed from the Account.</WRAP> 
 +  * Click the SAP menu option for **Account** under the **Marketing** menu.
  
-> Zip/Postal Code 20 6 State State/Province code: use Code value from OCST where Country = +=== How to Add/Remove Addresses from an Account ===
->  +
-> Country (item 10) below 3 7 Tax Code Not currently used 8 8 Address Type Type of address:+
  
-valid values are ‘B’ (Bill-To) or ‘S’ (Ship-To) 9 Card Code Marketing Lead code: this must refer to a+== Adding an Address ==
  
-> Lead Code that already exists in the Marketing database 15  10 Country Country: use Name value from OCRY - MCM import will match the country name and associate the appropriate country code from the table. 100+  * Click the SAP menu option for **Account** under the **Marketing** menu. 
 +  * Load the existing Account onto the screen that you wish to add an Address to. 
 +  * Click the **Address** tab. 
 +  * Click the **Define New** option in the left list for either a Bill To or Ship To Address. \\ <WRAP center round info 6>If there are no Address entries for the Account, the Define New will already be defaulted for the Bill To Address.</WRAP> \\ {{:mcm:mcmimage96.jpeg?620x428}} 
 +  * Enter the information for the Address that you wish to add to the Account. 
 +  * Click the **Update** button. 
 +  * The Address Name of your new Address will now be displayed in the left list. Clicking on the Address Name will load the data for the Address in the right matrix and allow that data to be edited and updated.
  
-{{:mcm:mcmimage8.jpeg?786}}+== Removing an Address ==
  
-> Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]]+  * Click the SAP menu option for **Account** under the **Marketing** menu. 
 +  * Load the existing Account onto the screen that you wish to remove an Address from. 
 +  * Click the **Address** tab. 
 +  * Access the Right-Click menu for the left list of Address names you want to remove the Address for. \\{{:mcm:mcmimage97.jpeg?620x428}} 
 +  * Click the **Delete Row** menu option. 
 +  * The Address Name will be removed from the Account.\\ <WRAP center round important> 
 +There is no confirmation before the Address is removed from the Account. 
 +</WRAP>
  
-{{:mcm:mcmimage5.jpeg?115}}+=== How to Copy a Bill To Address to a Ship To Address ===
  
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide**+  * Click the SAP menu option for **Account** under the **Marketing** menu. 
 +  * Load the existing Account onto the screen that you wish to copy an Address for. 
 +  * Click the **Address** tab. 
 +  * Click on the Address Name on the left list for the Bill To Address that you wish to copy to a Ship To Address. 
 +  * Check the box marked **Copy Bill To - Ship To**. \\ {{:mcm:mcmimage99.jpeg?620x428}} 
 +  * Click the **Update** button. \\ {{:mcm:mcmimage100.jpeg?620x428}} 
 +  * The Address Name from the Bill To Address copied will now also show under the Ship To Address list.
  
-**How to Add/Remove Contact People from an Account**+=== How to Add/Remove an Interest from an Account ===
  
-{{:mcm:mcmimage8.jpeg?786}}+== Adding an Interest to an Account ==
  
-**Adding a Contact Person**+  * Click the SAP menu option for **Account** under the **Marketing** menu. \\ {{:mcm:mcmimage102.jpeg?283x129}} 
 +  * Load the existing Account onto the screen that you wish to add an Interest to. 
 +  * Click the **Interest** tab. 
 +  * Enter the information for the new Interest line. \\ {{:mcm:mcmimage101.jpeg?612x288}} 
 +  * Click the **Update** button. 
 +  * The Interest will be added to the Account.
  
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP menu option for **Account** under the **Marketing** menu. +== Removing an Interest from an Account ==
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Load the existing Account onto the screen that you wish to add a contact person to. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Contact Person** tab. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Define New** option in the left list.+
  
-{{:mcm:mcmimage88.jpeg?728x54}}+  * Click the SAP menu option for **Account** under the **Marketing** menu. \\ {{:mcm:mcmimage102.jpeg?283x129}} 
 +  * Load the existing Account onto the screen that you wish to remove an Interest from. 
 +  * Click the **Interest** tab. 
 +  * Access the Right-Click menu for the Interest entry you want to remove. \\ {{:mcm:mcmimage103.jpeg?612x260}} 
 +  * Click the **Remove Row** menu option. 
 +  * The Interest will be removed from the Account.
  
-> **Note** - If there are no Contact Person entries for the Account, the Define New will already be defaulted for the Account.+=== How to Convert an Account to an SAP Business Partner ===
  
-{{:mcm:mcmimage92.jpeg?620x428}}+  * Click the SAP menu option for **Account** under the **Marketing** menu. 
 +  * Load the existing Account onto the screen that you wish to convert to an SAP® Business One Business Partner. \\ {{:mcm:mcmimage104.jpeg?620x428}} 
 +  * Click the **Convert to BP** button. \\ {{:mcm:mcmimage105.jpeg?287x148}} 
 +  * The user will be prompted to select the Customer Type and Card Code for the Business Partner to be created. \\ <WRAP center round info>Previous versions of TWBS Marketing Campaign Management only allowed for the creation of a Customer type BP from an Account. With Version 1.2, there are now more options for card type including Vendor.</WRAP> 
 +  * Click the **Convert** button. \\ <WRAP center round info>The Business Partner code must be a unique value that doesn't already exist in the system.</WRAP> 
 +  * To confirm that the Business Partner was create, click the SAP menu option for **Business Partner Master Data** under the **Business Partner** menu. 
 +  * Click the SAP **Find** button. 
 +  * Search for the Business Partner Code specified during the conversion. \\ {{:mcm:mcmimage109.jpeg?nolink|}} \\ <WRAP center round info>You will most likely need to provide additional information on the newly created Business Partner after the conversion process. Review the new record to be sure that all necessary information is provided.</WRAP>
  
-> {{:mcm:mcmimage3.jpeg?10x10}} Enter the information for the Contact Person that you wish to add to the Account. 
->  
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Update** button. 
  
-{{:mcm:mcmimage93.jpeg?620x428}}+=== How to Link an Account to an Existing SAP Business Partner ===
  
-> {{:mcm:mcmimage3.jpeg?10x10}} The Name of your new Contact Person will now be displayed in the left list. Clicking on the Name will load the data for the Contact Person in the right matrix and allow that data to be edited and updated.+  * Click the SAP menu option for **Account** under the **Marketing** menu. 
 +  * Load the existing Account onto the screen that you wish to link to an existing SAP® Business One Business Partner. \\ {{:mcm:mcmimage104.jpeg?620x428}} 
 +  * Click the **Convert to BP** button. \\ {{:mcm:mcmimage110.jpeg?279x137}} 
 +  * Select the **Link to Existing BP** option 
 +  * Designate the SAP Business Partner to link the Account to by entering the BP Code or by selecting the BP from the Choose From List option. \\ <WRAP center round info>The Business Partner code must be a unique value that already exists in the system.</WRAP> 
 +  * The BP Code field on the Account screen will be updated for the Account with the SAP Business Partner that you chose to link the Account to.
  
-{{:mcm:mcmimage51.jpeg?766}} 
  
-**Removing a Contact Person**+=== How to Create an Activity from an Account ===
  
-Click the SAP menu option for **Account** under the **Marketing** menu.+  * Click the SAP menu option for **Account** under the **Marketing** menu. 
 +  * Load the existing Account onto the screen that you wish to create an Activity for. \\ {{:mcm:mcmimage113.jpeg?620x428}} 
 +  * Click the **Activity** button. \\ {{:mcm:mcmimage114.jpeg?551x396}} 
 +  * An SAP Activity screen will load and the information for the Account will be pre-populated. 
 +  * Complete the Activity and add it to the SAP® Business One system. \\ <WRAP center round info >An Activity for a Marketing Account **must** have the “Personal” checkbox selected. This is done automatically and should not be changed. Otherwise the system will require you to enter a valid Business Partner code, which will typically not yet exist.</WRAP>
  
-{{:mcm:mcmimage75.jpeg?11x11}} +=== How to Add a Document to the Document Library ===
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Load the existing Account onto the screen that you wish to remove a contact person from. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Contact Person** tab. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Access the Right-Click menu for the left list of Contact Person names. +
- +
-{{:mcm:mcmimage94.jpeg?594x251}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Delete Row** menu option. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} The Contact Person will be removed from the Account. +
->  +
-> **Warning** - There is no confirmation before the Contact Person is removed from the Account. +
- +
-{{:mcm:mcmimage95.jpeg?723x51}}{{:mcm:mcmimage8.jpeg?786}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Add/Remove Addresses from an Account** +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-**Adding an Address** +
- +
-> Click the SAP menu option for **Account** under the **Marketing** menu. +
- +
-{{:mcm:mcmimage75.jpeg?11x11}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Load the existing Account onto the screen that you wish to add an Address to. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Address** tab. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Define New** option in the left list for either a Bill To or Ship To Address. +
- +
-{{:mcm:mcmimage88.jpeg?728x54}} +
- +
-> **Note** - If there are no Address entries for the Account, the Define New will already be defaulted for the Bill To Address. +
- +
-{{:mcm:mcmimage96.jpeg?620x428}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Enter the information for the Address that you wish to add to the Account. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Update** button. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} The Address Name of your new Address will now be displayed in the left +
->  +
-> list. Clicking on the Address Name will load the data for the Address in the right matrix and allow that data to be edited and updated. +
- +
-{{:mcm:mcmimage51.jpeg?766}} +
- +
-**Removing an Address** +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP menu option for **Account** under the **Marketing** menu. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Load the existing Account onto the screen that you wish to remove an Address from. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Address** tab. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Access the Right-Click menu for the left list of Address names you want to remove the Address for. +
- +
-{{:mcm:mcmimage97.jpeg?620x428}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Delete Row** menu option. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} The Address Name will be removed from the Account. +
->  +
-> **Warning** - There is no confirmation before the Address is removed from the Account. +
- +
-{{:mcm:mcmimage98.jpeg?723x28}}{{:mcm:mcmimage8.jpeg?786}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Copy a Bill To Address to a Ship To Address** +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-> Click the SAP menu option for **Account** under the **Marketing** menu. +
- +
-{{:mcm:mcmimage75.jpeg?11x11}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Load the existing Account onto the screen that you wish to copy an Address for. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Address** tab. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click on the Address Name on the left list for the Bill To Address that you wish to copy to a Ship To Address. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Check the box marked **Copy Bill To - Ship To**. +
- +
-{{:mcm:mcmimage99.jpeg?620x428}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Update** button. +
- +
-{{:mcm:mcmimage100.jpeg?620x428}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} The Address Name from the Bill To Address copied will now also show under the Ship To Address list. +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Add/Remove an Interest from an Account** +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-**Adding an Interest to an Account** +
- +
-> {{:mcm:mcmimage1.jpeg}} Click the SAP menu option for **Account** under the **Marketing** menu. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Load the existing Account onto the screen that you wish to add an Interest to. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Interest** tab. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Enter the information for the new Interest line. +
- +
-{{:mcm:mcmimage101.jpeg?612x288}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Update** button. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} The Interest will be added to the Account. +
- +
-{{:mcm:mcmimage51.jpeg?766}} +
- +
-> **Removing an Interest from an Account** +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP menu option for **Account** under the **Marketing** menu. +
- +
-{{:mcm:mcmimage102.jpeg?283x129}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Load the existing Account onto the screen that you wish to remove an Interest from. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Interest** tab. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Access the Right-Click menu for the Interest entry you want to remove. +
- +
-{{:mcm:mcmimage103.jpeg?612x260}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Remove Row** menu option. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} The Interest will be removed from the Account. +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
- +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Convert an Account to an SAP Business Partner** +
- +
-Click the SAP menu option for **Account** under the **Marketing** menu. +
- +
-{{:mcm:mcmimage75.jpeg?11x11}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Load the existing Account onto the screen that you wish to convert to an SAP® Business One Business Partner. +
- +
-{{:mcm:mcmimage104.jpeg?620x428}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Convert to BP** button. +
- +
-{{:mcm:mcmimage105.jpeg?287x148}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} The user will be prompted to select the Customer Type and Card Code for the Business Partner to be created. +
->  +
-> **Note** - Previous versions of TWBS Marketing Campaign Management only allowed for the creation of a Customer type BP from an Account. With Version 1.2, there are now more +
- +
-{{:mcm:mcmimage106.jpeg?723x56}} +
- +
-> options for card type including Vendor. +
- +
-{{:mcm:mcmimage107.jpeg?723x26}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Convert** button. +
->  +
-> **Note** - The Business Partner code must be a unique value that doesn't already exist in the system. +
- +
-{{:mcm:mcmimage108.jpeg?723x51}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} To confirm that the Business Partner was create, click the SAP menu option for **Business Partner Master Data** under +
->  +
-> the **Business Partner** menu. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP **Find** button. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Search for the Business Partner Code specified during the conversion. +
- +
-{{:mcm:mcmimage109.jpeg?772x565}} +
- +
-> **Note** - You will most likely need to provide additional information on the newly created Business Partner after the conversion process. Review the new record to be sure that all necessary information is provided. +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Link an Account to an Existing SAP Business Partner** +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-> {{:mcm:mcmimage1.jpeg}} Click the SAP menu option for **Account** under the **Marketing** menu. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Load the existing Account onto the screen that you wish to link to an existing SAP® Business One Business Partner. +
- +
-{{:mcm:mcmimage104.jpeg?620x428}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Convert to BP** button. +
- +
-{{:mcm:mcmimage110.jpeg?279x137}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Select the **Link to Existing BP** option +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Designate the SAP Business Partner to link the Account to by entering the BP Code or by selecting the BP from the Choose From List option. +
- +
-{{:mcm:mcmimage111.jpeg?723x21}} +
- +
-> **Note** - The Business Partner code must be a unique value that already exists in the system. +
- +
-{{:mcm:mcmimage112.jpeg?723x27}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} The BP Code field on the Account screen will be updated for the Account with the SAP Business Partner that you chose to link the Account to. +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Create an Activity from an Account** +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-> Click the SAP menu option for **Account** under the **Marketing** menu. +
- +
-{{:mcm:mcmimage75.jpeg?11x11}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Load the existing Account onto the screen that you wish to create an Activity for. +
- +
-{{:mcm:mcmimage113.jpeg?620x428}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Activity** button. +
- +
-{{:mcm:mcmimage114.jpeg?551x396}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} An SAP Activity screen will load and the information for the Account will be pre-populated. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Complete the Activity and add it to the SAP® Business One system. +
- +
-{{:mcm:mcmimage115.jpeg?728x106}} +
- +
-> **Note** - An Activity for a Marketing Account **must** have the “Personal” checkbox selected. This is done automatically and should not be changed. Otherwise the system will require you to enter a valid Business Partner code, which will typically not yet exist. +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Add a Document to the Document Library** +
- +
-{{:mcm:mcmimage8.jpeg?786}}+
  
 To access the TWBS Marketing Campaign Management Document Library screen... To access the TWBS Marketing Campaign Management Document Library screen...
  
-{{:mcm:mcmimage1.jpeg}}+  * Click the SAP menu option for **Document Library** under the **Marketing** menu. 
 +  * The Document Library screen will load. 
 +  * Click the **Browse** button. 
 +  * Locate the file to be added to the Document Library and select the file. 
 +  * Enter the Document Name and Doc Description fields. \\ {{:mcm:mcmimage116.jpeg?510x406}} 
 +  * Click the **Add** button.
  
-Click the SAP menu option for **Document Library** under the **Marketing** menu. +=== How to Remove a Document from the Document Library ===
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} The Document Library screen will load. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Browse** button. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Locate the file to be added to the Document Library and select the file. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Enter the Document Name and Doc Description fields. +
- +
-{{:mcm:mcmimage116.jpeg?510x406}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Add** button. +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Remove a Document from the Document Library** +
- +
-{{:mcm:mcmimage8.jpeg?786}}+
  
 To access the TWBS Marketing Campaign Management Document Library screen... To access the TWBS Marketing Campaign Management Document Library screen...
 +  * Click the SAP menu option for **Document Library** under the **Marketing** menu.
 +  * The Document Library screen will load.
 +  * Access the Right-Click menu for the Document you want to remove. \\ {{:mcm:mcmimage117.jpeg?502x395}}
 +  * Select the **Remove Row** menu option.
 +  * The user will be prompted for confirmation to remove the selected Document. \\ {{:mcm:mcmimage118.jpeg?488x138}}
 +  * Click the **Yes** button. \\ <WRAP center round info>To remove all documents from the Document Library at one time, refer to the [[#page22|**Deleting Document Library Files**]] section of the User Guide.</WRAP>
  
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP menu option for **Document Library** under the **Marketing** menu. +=== How to Review Document Usage ===
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} The Document Library screen will load. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Access the Right-Click menu for the Document you want to remove. +
- +
-{{:mcm:mcmimage117.jpeg?502x395}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Select the **Remove Row** menu option. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} The user will be prompted for confirmation to remove the selected Document. +
- +
-{{:mcm:mcmimage118.jpeg?488x138}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Yes** button. +
->  +
-> **Note** - To remove all documents from the Document Library at one time, refer to the +
- +
-{{:mcm:mcmimage119.jpeg?723x52}} +
- +
-> [[#page22|**Deleting Document Library Files**]] section of the User Guide. +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Review Document Usage** +
- +
-{{:mcm:mcmimage8.jpeg?786}}+
  
 To access the TWBS Marketing Campaign Management Document Library screen... To access the TWBS Marketing Campaign Management Document Library screen...
 +  * Click the SAP menu option for **Document Library** under the **Marketing** menu.
 +  * The Document Library screen will load. \\ {{:mcm:mcmimage120.jpeg?502x395}}
 +  * To review which Communication Templates a specific document has been associated with, highlight the row of the document in question on the **General** tab.
 +  * Click on the **Related Documents** tab. A list of Templates and the SAP® Business One screen that the Template is associated with will be displayed. \\ {{:mcm:mcmimage121.jpeg?502x395}}
 +  * To review which Communication Templates a specific document has been associated with, highlight the row of the document in question on the **General** tab.
 +  * Click on the **Document Group View** tab. A list of Groups that the document is associated with will be displayed. \\ {{:mcm:mcmimage122.jpeg?786x435}}
  
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP menu option for **Document Library** under the **Marketing** menu. +=== How to Setup a Communication Template ===
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} The Document Library screen will load. +
- +
-{{:mcm:mcmimage120.jpeg?502x395}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} To review which Communication Templates a specific document has been associated with, highlight the row of the document in question on the **General** tab. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click on the **Related Documents** tab. A list of Templates and the SAP® Business One screen that the Template is associated with will be displayed. +
- +
-{{:mcm:mcmimage121.jpeg?502x395}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} To review which Communication Templates a specific document has been associated with, highlight the row of the document in question on the **General** tab. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click on the **Document Group View** tab. A list of Groups that the document is associated with will be displayed. +
- +
-{{:mcm:mcmimage122.jpeg?786x435}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
- +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Setup a Communication Template** +
- +
-{{:mcm:mcmimage8.jpeg?786}}+
  
 To access the TWBS Marketing Campaign Management Communication Template Setup screen... To access the TWBS Marketing Campaign Management Communication Template Setup screen...
 +  * Click the SAP menu option for **Communication Templates** under the **Marketing** menu.
 +  * The Communication Template Setup screen will load.
 +  * Click the SAP **Add** button to place the form into Add mode. \\ {{:mcm:mcmimage123.jpeg?422x463}}
 +  * Enter a Template Name
 +  * Select the SAP® Business One screen that you want to link the Communications Template to.
 +  * Select the Template Type, either **Email** or **Print**.
 +  * Select the Printer.
 +  * Select any Documents from the Document Library that you want added to the Communications Template \\ {{:mcm:mcmimage124.jpeg?459x174}}
  
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP menu option for **Communication Templates** under the **Marketing** menu. +=== How to Edit a Communication Template Message ===
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} The Communication Template Setup screen will load. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP **Add** button to place the form into Add mode. +
- +
-{{:mcm:mcmimage123.jpeg?422x463}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Enter a Template Name +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Select the SAP® Business One screen that you want to link the Communications Template to. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Select the Template Type, either **Email** or **Print**. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Select the Printer. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Select any Documents from the Document Library that you want added to the Communications Template. +
- +
-{{:mcm:mcmimage8.jpeg?786}}{{:mcm:mcmimage124.jpeg?459x174}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Edit a Communication Template Message** +
- +
-{{:mcm:mcmimage8.jpeg?786}}+
  
 To access the TWBS Marketing Campaign Management Communication Template Setup screen... To access the TWBS Marketing Campaign Management Communication Template Setup screen...
 +  * Click the SAP menu option for **Communication Templates** under the **Marketing** menu.
 +  * The Communication Template Setup screen will load.
 +  * Load the Communication Template that you want to edit the message for. \\ {{:mcm:mcmimage123.jpeg?422x463}}
 +  * Click the **Message Editor** button. \\ {{:mcm:mcmimage125.jpeg?772x494}}
 +  * Edit the Subject and/or Message Content. You can also specify a query from which you can insert fields into the message body.
 +  * Click the **Save** button.
  
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP menu option for **Communication Templates** under the **Marketing** menu. +=== How to Access an Email Communication Template ===
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} The Communication Template Setup screen will load. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Load the Communication Template that you want to edit the message for. +
- +
-{{:mcm:mcmimage123.jpeg?422x463}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Message Editor** button. +
- +
-{{:mcm:mcmimage125.jpeg?772x494}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Edit the Subject and/or Message Content. You can also specify a query from which you can insert fields into the message body. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Save** button. +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Access an Email Communication Template** +
- +
-{{:mcm:mcmimage8.jpeg?786}}+
  
 To access an Email Communication Template... To access an Email Communication Template...
 +  * Determine the SAP® Business One screen that the Communication Template you with to use is linked to.
 +  * Launch the screen the Communication Template is linked to.
 +  * Access the Right-Click menu for screen.
 +  * Hover over the **Communication Template** menu to get a list of the specific Communication Templates linked to the screen.
 +  * Select the Email type Communication Template you want to access. \\ {{:mcm:mcmimage124.jpeg?459x174}}
 +  * The TWBS Email Tool will launch. The information from the Message Editor for the Communication Template will pre-load to the message body. Any documents in the Template will be attached. \\ <WRAP center round info>If the Activity checkbox of the Communication Template was selected, the Create Activity checkbox on the Email Tool window will be defaulted.</WRAP> \\ {{:mcm:mcmimage126.jpeg?607x631}}
 +  * Complete any message text, Email addressing, receipts, formatting, etc.
 +  * Click the **Send** button.
  
-> {{:mcm:mcmimage3.jpeg?10x10}} Determine the SAP® Business One screen that the Communication Template you with to use is linked to. +=== How to Access an Print Communication Template ===
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Launch the screen the Communication Template is linked to. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Access the Right-Click menu for screen. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Hover over the **Communication Template** menu to get a list of the specific Communication Templates linked to the screen. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Select the Email type Communication Template you want to access. +
- +
-{{:mcm:mcmimage124.jpeg?459x174}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} The TWBS Email Tool will launch. The information from the Message Editor for the Communication Template will pre-load to the message body. Any documents in the Template will be attached. +
- +
-{{:mcm:mcmimage41.jpeg?723x79}} +
- +
-> **Note** - If the Activity checkbox of the Communication Template was selected, the Create Activity checkbox on the Email Tool window will be defaulted. +
- +
-{{:mcm:mcmimage126.jpeg?607x631}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Complete any message text, Email addressing, receipts, formatting, etc. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Send** button. +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Access an Print Communication Template** +
- +
-{{:mcm:mcmimage8.jpeg?786}}+
  
 To access a Print Communication Template... To access a Print Communication Template...
 +  * Determine the SAP® Business One screen that the Communication Template you with to use is linked to.
 +  * Launch the screen the Communication Template is linked to.
 +  * Access the Right-Click menu for screen.
 +  * Hover over the **Communication Template** menu to get a list of the specific Communication Templates linked to the screen.
 +  * Select the Print type Communication Template you want to access. \\ {{:mcm:mcmimage124.jpeg?459x174}}
 +  * The Communication Template Execution screen will launch. The information from the Message Editor for the Communication Template will pre-load to the message body. Any documents in the Template will cause the **Print with Supporting Documents** option to be selected. \\ {{:mcm:mcmimage127.jpeg?707x597}}
 +  * Complete any message text, formatting, etc.
 +  * Click the **Print** button.
  
-> {{:mcm:mcmimage3.jpeg?10x10}} Determine the SAP® Business One screen that the Communication Template you with to use is linked to. +=== How to Add/Update a Marketing Campaign ===
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Launch the screen the Communication Template is linked to. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Access the Right-Click menu for screen. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Hover over the **Communication Template** menu to get a list of the specific Communication Templates linked to the screen. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Select the Print type Communication Template you want to access.+
  
-{{:mcm:mcmimage124.jpeg?459x174}}+== Adding an Marketing Campaign ==
  
-> {{:mcm:mcmimage3.jpeg?10x10}} The Communication Template Execution screen will launch. The information from the Message Editor for the Communication Template will pre-load to the message body. Any documents in the Template will cause the **Print with Supporting Documents** option to be selected.+  * Click the SAP menu option for **Campaign** under the **Marketing** menu. 
 +  * Click the SAP **Add** button to place the Campaign form into Add mode. 
 +  * Enter the Marketing Campaign information. For specific information regarding the form fields, please refer to the [[#page59|Campaign Screen]] section of the User Guide. \\ {{:mcm:mcmimage128.jpeg?620x428}} 
 +  * Click the **Add** button.
  
-{{:mcm:mcmimage127.jpeg?707x597}}+== Updating an Marketing Campaign ==
  
-> {{:mcm:mcmimage3.jpeg?10x10}} Complete any message text, formatting, etc. +  * Click the SAP menu option for **Campaign** under the **Marketing** menu. 
->  +  * Load an existing Campaign onto the screen. 
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Print** button.+  * Update any information that needs to be altered. Changing the existing values will put the form into Update mode. \\ {{:mcm:mcmimage129.jpeg?620x428}} 
 +  * Click the **Update** button.
  
-{{:mcm:mcmimage8.jpeg?786}} 
  
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]]+=== How to Remove a Marketing Campaign ===
  
-{{:mcm:mcmimage5.jpeg?115}}+  * Click the SAP menu option for **Campaign** under the **Marketing** menu. 
 +  * Load the existing Campaign onto the screen that you wish to remove. 
 +  * Access the Right-Click menu for the Campaign screen. \\ {{:mcm:mcmimage130.jpeg?620x428}} 
 +  * Select the option for **Remove**. \\ {{:mcm:mcmimage131.jpeg?496x149}} 
 +  * You will be prompted for confirmation that you wish to remove the current Account. \\ <WRAP center round important>Once a Campaign is removed from the system, it **cannot** be recovered.</WRAP> 
 +  * Select the **OK** button to confirm and remove the Campaign.
  
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide**+=== How to Post a Social Media Message ===
  
-**How to Add/Update a Marketing Campaign**+  * Click the SAP menu option for **Social Media** under the **MCM** menu to launch the [[#page70|**Social Media**]] screen. \\ <WRAP center round info>Access to the Social Media screen is controlled through the **Social Media User** user defined field on the **Users** screen in SAP® Business One.</WRAP><WRAP center round info>Use of the screen will generate an Activity in SAP® Business One with an Activity Type of //Social Media// to allow for later tracking and analysis.</WRAP>{{:mcm:mcmimage52.jpeg?467x302}} 
 +  * Enter a title for the message in the **Message Name** field and the content of your message into the **Messages** field. 
 +  * Enter the website URL (if applicable) in the **URL** field and the via website URL (if applicable) in the **Via URL** field. \\ {{:mcm:mcmimage132.jpeg?467x302}} 
 +  * Click the button for the appropriate social media site to post the message to 
 +    * Linked In - {{:mcm:mcmimage133.jpeg?61x20}} 
 +    * Twitter - {{:mcm:mcmimage134.jpeg?59x20}} 
 +    * Facebook - {{:mcm:facebook.png?nolink&60}} 
 +  * <WRAP center round info>Clicking one of the social media outlet buttons will launch a browser window for the appropriate site and pre-populate the fields with the information from the Social Media screen.</WRAP>
  
-{{:mcm:mcmimage8.jpeg?786}}+== Posting the message to Linked In ==
  
-Adding an Marketing Campaign+The Linked In website will open and require you to enter your account credentials to continue the message posting process.
  
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP menu option for **Campaign** under the **Marketing** menu. +<WRAP center round info> 
->  +The Marketing Campaign Manager application is not involved in the message posting process from this point forward. All functionality is from Linked In. 
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP **Add** button to place the Campaign form into Add mode. {{:mcm:mcmimage3.jpeg?10x10}} Enter the Marketing Campaign information. For specific information regarding the form fields, please refer to the [[#page59|Campaign Screen]] section of the User Guide. +</WRAP>
- +
-{{:mcm:mcmimage128.jpeg?620x428}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Add** button. +
- +
-{{:mcm:mcmimage51.jpeg?766}} +
- +
-Updating an Marketing Campaign +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP menu option for **Campaign** under the **Marketing** menu. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Load an existing Campaign onto the screen. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Update any information that needs to be altered. Changing the existing +
->  +
-> values will put the form into Update mode. +
- +
-{{:mcm:mcmimage129.jpeg?620x428}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Update** button. +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Remove a Marketing Campaign** +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-> {{:mcm:mcmimage1.jpeg}} Click the SAP menu option for **Campaign** under the **Marketing** menu. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Load the existing Campaign onto the screen that you wish to remove. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Access the Right-Click menu for the Campaign screen. +
- +
-{{:mcm:mcmimage130.jpeg?620x428}} +
- +
-> Select the option for **Remove**. +
- +
-{{:mcm:mcmimage3.jpeg?10x10}}{{:mcm:mcmimage131.jpeg?496x149}} +
- +
-> You will be prompted for confirmation that you wish to remove the current Account. +
- +
-{{:mcm:mcmimage86.jpeg?728x54}}{{:mcm:mcmimage3.jpeg?10x10}} +
- +
-> **Warning** - Once a Campaign is removed from the system, it **cannot** be recovered. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Select the **OK** button to confirm and remove the Campaign. +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Post a Social Media Message** +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP menu option for **Social Media** under the **MCM** menu to launch the [[#page70|**Social Media**]] screen. +
- +
-{{:mcm:mcmimage41.jpeg?723x79}} +
- +
-> **Note** - Access to the Social Media screen is controlled through the **Social Media User** user defined field on the **Users** screen in SAP® Business One. +
- +
-{{:mcm:mcmimage41.jpeg?723x79}} +
- +
-> **Note** - Use of the screen will generate an Activity in SAP® Business One with an Activity Type of //Social Media// to allow for later tracking and analysis. +
- +
-{{:mcm:mcmimage52.jpeg?467x302}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Enter a title for the message in the **Message Name** field and the content of your message into the **Messages** field. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Enter the website URL (if applicable) in the **URL** field and the via website URL (if applicable) in the **Via URL** field. +
- +
-{{:mcm:mcmimage132.jpeg?467x302}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the button for the appropriate social media site to post the message to +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} Linked In - {{:mcm:mcmimage133.jpeg?61x20}} +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} Twitter - {{:mcm:mcmimage134.jpeg?59x20}} +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} Facebook - +
- +
-{{:mcm:mcmimage41.jpeg?723x79}} +
- +
-> **Note** - Clicking one of the social media outlet buttons will launch a browser window for the appropriate site and pre-populate the fields with the information from the Social Media screen. +
- +
-{{:mcm:mcmimage51.jpeg?766}} +
- +
-**Posting the message to Linked In** +
- +
-> The Linked In website will open and require you to enter your account credentials to continue the message posting process. +
- +
-{{:mcm:mcmimage3.jpeg?10x10}} +
- +
-> **Note** - The Marketing Campaign Manager application is not involved in the message posting process from this point forward. All functionality is from Linked In. +
- +
-{{:mcm:mcmimage108.jpeg?723x51}}+
  
 {{:mcm:mcmimage135.jpeg?766x305}} {{:mcm:mcmimage135.jpeg?766x305}}
  
-Posting the message to Twitter+== Posting the message to Twitter ==
  
-> The Twitter website will open and require you to enter your account credentials to continue the message posting process.+The Twitter website will open and require you to enter your account credentials to continue the message posting process.
  
-{{:mcm:mcmimage41.jpeg?723x79}}{{:mcm:mcmimage75.jpeg?11x11}} +<WRAP center round tip> 
- +The Marketing Campaign Manager application is not involved in the message posting process from this point forward. All functionality is from Twitter. 
-> **Note** - The Marketing Campaign Manager application is not involved in the message posting process from this point forward. All functionality is from Twitter.+</WRAP>
  
 {{:mcm:mcmimage136.jpeg?794x604}} {{:mcm:mcmimage136.jpeg?794x604}}
  
-**Posting the message to Facebook** +== Posting the message to Facebook ==
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} The Facebook website will open and require you to enter your account credentials to continue the message posting process.+
  
-{{:mcm:mcmimage137.jpeg?723}}+The Facebook website will open and require you to enter your account credentials to continue the message posting process.
  
-**Note** - The Marketing Campaign Manager application is not involved in the message posting process from this point forward. All functionality is from Facebook.+<WRAP center round info> 
 +The Marketing Campaign Manager application is not involved in the message posting process from this point forward. All functionality is from Facebook. 
 +</WRAP>
  
 {{:mcm:mcmimage138.jpeg?794x606}} {{:mcm:mcmimage138.jpeg?794x606}}
  
-**Viewing the Activity created by the Click of the Social Media button**+== Viewing the Activity created by the Click of the Social Media button ==
  
-> **Note** - The Activity will be generated in SAP® Business One on the click of the social media button, regardless of if the message is completed through the social media website.+<WRAP center round info> 
 +The Activity will be generated in SAP® Business One on the click of the social media button, regardless of if the message is completed through the social media website. 
 +</WRAP>
  
-{{:mcm:mcmimage108.jpeg?723x51}}+  * Click the SAP menu option for **Activity** under the **Business Partners** menu to launch the Activity screen. 
 +  * Load the last Activity added to the system to the screen. \\ {{:mcm:mcmimage139.jpeg?547x601}} 
 +  * The **Type** value is set to social media and the **Remarks** field is set to the value of the **Message Name** field from the [[#page70|**Social Media**]] screen. \\ {{:mcm:mcmimage140.jpeg?547x601}} 
 +  * The **Content** value is set to the value of the **Messages** field from the [[#page70|**Social Media**]] screen.
  
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP menu option for **Activity** under the **Business Partners** menu to launch the Activity screen. +=== How to Post a Social Media Message from the Campaign Manager ===
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Load the last Activity added to the system to the screen.+
  
-{{:mcm:mcmimage139.jpeg?547x601}}+  * On the [[#page59|**Campaign**]] screen, with your Campaign loaded, click the **Post to** **Social Media** button. \\ {{:mcm:mcmimage141.jpeg?612x417}} 
 +  * The **Message Name** value is set to the value of the **Campaign Name** field from the [[#page59|**Campaign**]] screen. 
 +  * The **Messages** value is set to the value of the **Campaign Description** field from the [[#page59|**Campaign**]] screen. <WRAP center round info>Access to the Social Media screen is controlled through the **Social Media User** user defined field on the **Users** screen in SAP® Business One.</WRAP><WRAP center round info>Use of the screen will generate an Activity in SAP® Business One with an Activity Type of //Social Media// to allow for later tracking and analysis.</WRAP> {{:mcm:mcmimage142.jpeg?467x302}} 
 +  * Edit the title for the message in the **Message Name** field and the content of your message into the **Messages** field, if needed. 
 +  * Enter the website URL (if applicable) in the **URL** field and the via website URL (if applicable) in the **Via URL** field. 
 +  * Click the button for the appropriate social media site to post the message to 
 +    * Linked In - {{:mcm:mcmimage133.jpeg?61x20}} 
 +    * Twitter - {{:mcm:mcmimage134.jpeg?59x20}} 
 +    * Facebook - {{:mcm:facebook.png?nolink&60}} 
 +  * <WRAP center round info>Clicking one of the social media outlet buttons will launch a browser window for the appropriate site and pre-populate the fields with the information from the Social Media screen.</WRAP>
  
-{{:mcm:mcmimage3.jpeg?10x10}} The **Type** value is set to social media and the **Remarks** field is set to the value of the **Message Name** field from the [[#page70|**Social Media**]] screen. 
  
-{{:mcm:mcmimage140.jpeg?547x601}}+== Posting the message to Linked In ==
  
-> {{:mcm:mcmimage3.jpeg?10x10}} The **Content** value is set to the value of the **Messages** field from the +The Linked In website will open and require you to enter your account credentials to continue the message posting process.
->  +
-> [[#page70|**Social Media**]] screen.+
  
-{{:mcm:mcmimage8.jpeg?786}} +<WRAP center round info> 
- +The Marketing Campaign Manager application is not involved in the message posting process from this point forward. All functionality is from Linked In. 
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +</WRAP>
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Post a Social Media Message from the Campaign Manager** +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} On the [[#page59|**Campaign**]] screen, with your Campaign loaded, click the **Post to** **Social Media** button. +
- +
-{{:mcm:mcmimage141.jpeg?612x417}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} The **Message Name** value is set to the value of the **Campaign Name** field from the [[#page59|**Campaign**]] screen. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} The **Messages** value is set to the value of the **Campaign Description** field from the [[#page59|**Campaign**]] screen. +
->  +
-> **Note** - Access to the Social Media screen is controlled through the **Social Media User** user defined field on the **Users** screen in SAP® Business One. +
- +
-{{:mcm:mcmimage89.jpeg?723x52}} +
- +
-> **Note** - Use of the screen will generate an Activity in SAP® Business One with an Activity Type of //Social Media// to allow for later tracking and analysis. +
- +
-{{:mcm:mcmimage108.jpeg?723x51}} +
- +
-{{:mcm:mcmimage142.jpeg?467x302}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Edit the title for the message in the **Message Name** field and the content of your message into the **Messages** field, if needed. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Enter the website URL (if applicable) in the **URL** field and the via website URL (if applicable) in the **Via URL** field. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the button for the appropriate social media site to post the message to +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} Linked In - {{:mcm:mcmimage133.jpeg?61x20}} +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} Twitter - {{:mcm:mcmimage134.jpeg?59x20}} +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} Facebook - +
- +
-{{:mcm:mcmimage41.jpeg?723x79}} +
- +
-> **Note** - Clicking one of the social media outlet buttons will launch a browser window for the appropriate site and pre-populate the fields with the information from the Social Media screen. +
- +
-{{:mcm:mcmimage51.jpeg?766}} +
- +
-**Posting the message to Linked In** +
- +
-> The Linked In website will open and require you to enter your account credentials to continue the message posting process. +
- +
-{{:mcm:mcmimage3.jpeg?10x10}} +
- +
-> **Note** - The Marketing Campaign Manager application is not involved in the message posting process from this point forward. All functionality is from Linked In. +
- +
-{{:mcm:mcmimage108.jpeg?723x51}}+
  
 {{:mcm:mcmimage135.jpeg?766x305}} {{:mcm:mcmimage135.jpeg?766x305}}
  
-Posting the message to Twitter+== Posting the message to Twitter ==
  
-> The Twitter website will open and require you to enter your account credentials to continue the message posting process.+The Twitter website will open and require you to enter your account credentials to continue the message posting process.
  
-{{:mcm:mcmimage41.jpeg?723x79}}{{:mcm:mcmimage75.jpeg?11x11}} +<WRAP center round info> 
- +The Marketing Campaign Manager application is not involved in the message posting process from this point forward. All functionality is from Twitter. 
-> **Note** - The Marketing Campaign Manager application is not involved in the message posting process from this point forward. All functionality is from Twitter.+</WRAP>
  
 {{:mcm:mcmimage136.jpeg?794x604}} {{:mcm:mcmimage136.jpeg?794x604}}
  
-**Posting the message to Facebook**+== Posting the message to Facebook ==
  
-> {{:mcm:mcmimage3.jpeg?10x10}} The Facebook website will open and require you to enter your account credentials to continue the message posting process.+The Facebook website will open and require you to enter your account credentials to continue the message posting process.
  
-{{:mcm:mcmimage137.jpeg?723}} +<WRAP center round info> 
- +The Marketing Campaign Manager application is not involved in the message posting process from this point forward. All functionality is from Facebook. 
-**Note** - The Marketing Campaign Manager application is not involved in the message posting process from this point forward. All functionality is from Facebook.+</WRAP>
  
 {{:mcm:mcmimage138.jpeg?794x606}} {{:mcm:mcmimage138.jpeg?794x606}}
  
-**Viewing the Activity created by the Click of the Social Media button** 
  
-> **Note** - The Activity will be generated in SAP® Business One on the click of the social media button, regardless of if the message is completed through the social media website.+== Viewing the Activity created by the Click of the Social Media button ==
  
-{{:mcm:mcmimage108.jpeg?723x51}}+<WRAP center round info> 
 +The Activity will be generated in SAP® Business One on the click of the social media button, regardless of if the message is completed through the social media website. 
 +</WRAP>
  
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP menu option for **Activity** under the **Business Partners** menu to launch the Activity screen. +  * Click the SAP menu option for **Activity** under the **Business Partners** menu to launch the Activity screen. 
->  +  * Load the last Activity added to the system to the screen. \\ {{:mcm:mcmimage139.jpeg?547x601}} 
-> {{:mcm:mcmimage3.jpeg?10x10}} Load the last Activity added to the system to the screen.+  * The **Type** value is set to social media and the **Remarks** field is set to the value of the **Message Name** field from the [[#page70|**Social Media**]] screen. \\ {{:mcm:mcmimage140.jpeg?547x601}} 
 +  * The **Content** value is set to the value of the **Messages** field from the [[#page70|**Social Media**]] screen.
  
-{{:mcm:mcmimage139.jpeg?547x601}}+=== How to Use the MCM Search Screen ===
  
-{{:mcm:mcmimage3.jpeg?10x10}} The **Type** value is set to social media and the **Remarks** field is set to the value of the **Message Name** field from the [[#page70|**Social Media**]] screen.+  * Click the SAP menu option for **MCM Search** under the **MCM** menu to launch the [[#page72|**Marketing Campaign Manager Search**]] screen. \\ {{:mcm:mcmimage56.jpeg?772x353}} 
 +  * Enter a description for the search in the **Name** field. 
 +  * Select a type for the search from the Screen **Type** drop down. 
 +  * Select the users for the search permissions. 
 +  * Browse the Marketing Campaign data tabs (**General**, **Contact Person**, **Address**, **Related Activities**, **Interest**, and **Demographics**) and select the fields to be included in the search. Conditions and relationships can be set for the fields according to the desired results. 
 +  * To alter the display orders of the fields included in the MCM Search, click on the **Display Order** tab. Change the values of the **Order** column next to the field name to reflect the desired order of fields in the search results.
  
-{{:mcm:mcmimage140.jpeg?547x601}} +=== Viewing the Search Results Data ===
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} The **Content** value is set to the value of the **Messages** field from the +
->  +
-> [[#page70|**Social Media**]] screen. +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**How to Use the MCM Search Screen** +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP menu option for **MCM Search** under the **MCM** menu to launch the [[#page72|**Marketing Campaign Manager Search**]] screen. +
- +
-{{:mcm:mcmimage56.jpeg?772x353}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Enter a description for the search in the **Name** field. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Select a type for the search from the Screen **Type** drop down. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Select the users for the search permissions. +
->  +
-> {{:mcm:mcmimage3.jpeg?10x10}} Browse the Marketing Campaign data tabs (**General**, **Contact Person**, **Address**, **Related Activities**, **Interest**, and **Demographics**) and select the fields to be included in the search. Conditions and relationships can be set for the fields according to the desired results. {{:mcm:mcmimage3.jpeg?10x10}} To alter the display orders of the fields included in the MCM Search, click on the **Display Order** tab. Change the values of the **Order** column next to the field name to reflect the desired order of fields in the search results. +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-**Viewing the Search Results Data**+
  
 {{:mcm:mcmimage143.jpeg?772x353}} {{:mcm:mcmimage143.jpeg?772x353}}
  
-> Click the **Show Results** button to open a screen to show the search results.+  * Click the **Show Results** button to open a screen to show the search results. \\ {{:mcm:mcmimage144.jpeg?786x499}}
  
-{{:mcm:mcmimage144.jpeg?786x499}} +=== Saving the Search as an MCM Search Query ===
- +
-Saving the Search as an MCM Search Query+
  
 {{:mcm:mcmimage145.jpeg?772x353}} {{:mcm:mcmimage145.jpeg?772x353}}
  
-Click the **Add** button to save the MCM Search Query. The internal reference **Search ID** will be assigned automatically. +  * Click the **Add** button to save the MCM Search Query. The internal reference **Search ID** will be assigned automatically. \\ {{:mcm:mcmimage146.jpeg?772x353}} 
- +  * Click the **Refresh Menu** button to reload the **MCM** menu in SAP® Business One. \\ {{:mcm:mcmimage147.jpeg?256x275}} 
-{{:mcm:mcmimage75.jpeg?11x11}}{{:mcm:mcmimage146.jpeg?772x353}} +  * The new menu option for the MCM Search Query is listed under the chosen **Screen Type** menu group under the **MCM** -> **MCM Search** **Results** menu.
- +
-Click the **Refresh Menu** button to reload the **MCM** menu in SAP® Business One. +
- +
-{{:mcm:mcmimage75.jpeg?11x11}} +
- +
-{{:mcm:mcmimage147.jpeg?256x275}} +
- +
-> {{:mcm:mcmimage1.jpeg}} The new menu option for the MCM Search Query is listed under the chosen **Screen Type** menu group under the **MCM** -> **MCM Search** **Results** menu. +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] +
- +
-{{:mcm:mcmimage5.jpeg?115}} +
- +
-> {{:mcm:mcmimage7.jpeg?32x32}}**TWBS Marketing Campaign Management (MCM) User Guide** +
- +
-**Technical Support** +
- +
-{{:mcm:mcmimage8.jpeg?786}} +
- +
-Support is provided for Third Wave’s Marketing Campaign Management (MCM). Please direct your inquiries regarding Marketing Campaign Management's functional and technical capabilities to your SAP® Business One Partner, or to TWBS. +
- +
-{{:mcm:mcmimage51.jpeg?766}} +
- +
-> {{:mcm:mcmimage3.jpeg?10x10}} Visit the [[http://support.twbs.com|TWBS Support Web Portal]] (login required) where you can... +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} Add/manage Support Tickets +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} Obtain License Keys +
->  +
-> {{:mcm:mcmimage4.jpeg?10x10}} View Product Brochures for other TWBS Applications +
- +
-{{:mcm:mcmimage8.jpeg?786}}+
  
-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]] 
  
-{{:mcm:mcmimage5.jpeg?115}} 
mcm/marketing_campaign_management.1549030677.txt.gz · Last modified: 2019/02/01 09:17 by _deletedUser4_

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