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--- mcm:marketing_campaign_management [2019/02/01 11:32]
_deletedUser4_ [How to Delete a Constant Contact List]
+++ mcm:marketing_campaign_management [2019/02/04 09:41] (current)
@@ Line 1117: / Line 1117: @@
 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.
-^           ^> **Marketing**   ^                                              ^**Max**   ^            ^^
+^Col #^Marketing Column (field)^Description^Max Size^Required^
-|> **Col #**|> **Column**      |> **Description**                             |          |**Required**||
+|1|Lead Code|Marketing Lead Code|15|✔|
-|           |> **(field)**     |                                              |> **Size**|            ||
+|2|Business Partner Code|System generated: do not import|XXX| |
-|           |                  |                                              |          |            ||
+|3|Consolidating BP|Standard Business Partner Code: use CardCode value from OCRD|15|
-|1          |> Lead Code       |> Marketing Lead Code                         |15        |           ||
+|4|Lead Name|Company Name|100| |
-|2          |> Business Partner|> System generated: do not import             |XXX       |            ||
+|5|Contact Person|System Generated: do not import|XXX|	 |
-|           |Code              |                                              |          |            ||
+|6|Lead Type|Code for Lead Type: use u_Code value from @twbs_mk_leadtypes|15| |
-|           |                  |                                              |          |            ||
+|7|Foreign Name|Company Name, Foreign|100| |
-|3          |> Consolidating BP|> Standard Business Partner Code: use CardCode|15        |            ||
+|8|Group Code|Customer Group code: use GroupCode value from OCRG where GroupType = ‘C’|6| |
-|           |                  |value from OCRD                               |          |            ||
+|9|Currency|Currency Code: use CurrCode value from OCRN|3| |
-|           |                  |                                              |          |            ||
+|10|Federal Tax ID|Tax ID|32| |
-|4          |> Lead Name       |> Company Name                                |100       |            ||
+|11|Phone1|Telephone number|20| |
-|5          |> Contact Person  |> System Generated: do not import             |XXX       |            ||
+|12|Phone2|Telephone number|20| |
-|           |                  |                                              |          |            ||
+|13|Mobile|Telephone number|50| |
-|6          |> Lead Type       |> Code for Lead Type: use u_Code value from   |15        |            ||
+|14|Fax|Fax number|20| |
-|           |                  |@twbs_mk_leadtypes                            |          |            ||
+|15|E-mail|E-mail address|100| |
-|           |                  |                                              |          |            ||
+|16|Web Site|Website URL|100| |
-|7          |> Foreign Name    |> Company Name, Foreign                       |100       |            ||
+|17|Ship Type|Not currently used|6| |
-|8          |> Group Code      |> Customer Group code: use GroupCode value    |6         |            ||
+|18|Password|Password|32| |
-|           |                  |from OCRG where GroupType = ‘C’               |          |            ||
+|19|Factoring Indicator|Not currently used|2| |
-|           |                  |                                              |          |            ||
+|20|Project Code|Project Code: use PrjCode value from OPRJ|8| |
-|9          |> Currency        |> Currency Code: use CurrCode value from OCRN |3         |            ||
+|21|Contact Person|System generated: do not import|90| |
-|10         |> Federal Tax ID  |> Tax ID                                      |32        |            ||
+|22|ID No|ID 2|18| |
-|11         |> Phone1          |> Telephone number                            |20        |            ||
+|23|Notes|Notes/Remarks|100| |
-|12         |> Phone2          |> Telephone number                            |20        |            ||
+|24|Sales Employee|Sales Employee Code: use SlpCode value from OSLP|6| |
-|13         |> Mobile          |> Telephone number                            |50        |            ||
+|25|BP Channel Code|Standard Business Partner Code: use CardCode value from OCRD|15| |
-|14         |> Fax             |> Fax number                                  |20        |            ||
+|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:mcmimage44.jpeg}}
-{{:mcm:mcmimage90.jpeg}}{{:mcm:mcmimage90.jpeg}}{{:mcm:mcmimage90.jpeg}}{{:mcm:mcmimage90.jpeg}}{{:mcm:mcmimage90.jpeg}}{{:mcm:mcmimage90.jpeg}}
-^15^> E-mail             ^> E-mail address                                ^100^^^^
+== Contact Information ==
-|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   |6  ||||
-|  |                     |OSLP                                            |   ||||
-|  |                     |                                                |   ||||
-|25|> BP Channel Code    |> Standard Business Partner Code: use CardCode  |15 ||||
-|  |                     |value from OCRD                                 |   ||||
-|  |                     |                                                |   ||||
-|26|> Employee           |> Service Technician: use EmpID from OHEM       |15 ||||
-|  |                     |where HEM6.RoleID = -2                          |   ||||
-|  |                     |                                                |   ||||
-|27|> Territory          |> Territory Code: Use territryID from OTER      |15 ||||
-|28|> Status             |> Lead status: 1 = Active, 2 = Inactive. Do not |6  ||||
-|  |                     |use 3 (Converted)                               |   ||||
-|  |                     |                                                |   ||||
-|29|> BillDef            |> Default Bill-To address: system generated – do|50 ||||
-|  |                     |not import                                      |   ||||
-|  |                     |                                                |   ||||
-|30|> ShipDef            |> Default Ship-To address: system generated –   |50 ||||
-|  |                     |do not import                                   |   ||||
-|  |                     |                                                |   ||||
-|  |                     |                                                |   ||||
-|  |                     |                                                |   ||||
-{{:mcm:mcmimage28.jpeg}}{{:mcm:mcmimage29.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.
-> **Contact Information**
+^Col #^Marketing Column (field)^Description^Max Size^Required^
->
+|1|Name|Contact full name|50|✔|
-> 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.
+|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| |
+|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| |
+|19|Customer Code|Marketing Lead code: this must refer to a Lead Code that already exists in the Marketing database|15|✔|
+|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| |
+|22|CrystalWave Report Delivery|Not currently used|253| |
-^           ^> **Marketing**^                                             ^> **Max** ^              ^^
-|> **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}}
+== Address Information ==
-^14^> E_mail       ^> Contact e-mail address                      ^100                                             ^^   ^^
+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.
-|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}}
+^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| |
-> **Address Information**
->
-> 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}}
+=== How to Add/Remove Contact People from an Account ===
-^         ^> **Marketing**^                  ^> **Max** ^              ^^
+== Adding 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>
+  * Click the SAP menu option for **Account** under the **Marketing** menu.
-<HTML><li></HTML>> <HTML><p></HTML>Zip Code<HTML></p></HTML>
+  * Load the existing Account onto the screen that you wish to add a contact person to.
-<HTML></li></HTML><HTML></ul></HTML>
+  * 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.
-> Zip/Postal Code 20 6 State State/Province code: use Code value from OCST where Country =
+== Removing a Contact Person ==
->
-> 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
+  * Load the existing Account onto the screen that you wish to remove a contact person from.
+  * Click the **Contact Person** tab.
+  * 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.
-> 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
+=== How to Add/Remove Addresses from an Account ===
-{{:mcm:mcmimage8.jpeg?786}}
+== Adding 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 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:mcmimage5.jpeg?115}}
+== Removing an 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 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>
-**How to Add/Remove Contact People from an Account**
+=== 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.
+  * 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.
-**Adding a Contact Person**
+=== How to Add/Remove an Interest from an Account ===
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the SAP menu option for **Account** under the **Marketing** menu.
+== Adding an Interest to 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 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.
-> **Note** - If there are no Contact Person entries for the Account, the Define New will already be defaulted for the Account.
+== Removing an Interest from an Account ==
-{{:mcm:mcmimage92.jpeg?620x428}}
+  * 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.
-> {{:mcm:mcmimage3.jpeg?10x10}} Enter the information for the Contact Person that you wish to add to the Account.
+=== How to Convert an Account to an SAP Business Partner ===
->
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Update** button.
-{{:mcm:mcmimage93.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}} 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.
-{{:mcm:mcmimage51.jpeg?766}}
+=== How to Link an Account to an Existing SAP Business Partner ===
-**Removing a Contact Person**
+  * 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.
-Click the SAP menu option for **Account** under the **Marketing** menu.
-{{:mcm:mcmimage75.jpeg?11x11}}
+=== How to Create an Activity from an Account ===
-> {{:mcm:mcmimage3.jpeg?10x10}} Load the existing Account onto the screen that you wish to remove a contact person from.
+  * 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}}
-> {{:mcm:mcmimage3.jpeg?10x10}} Click the **Contact Person** tab.
+  * Click the **Activity** button. \\ {{:mcm:mcmimage114.jpeg?551x396}}
->
+  * An SAP Activity screen will load and the information for the Account will be pre-populated.
-> {{:mcm:mcmimage3.jpeg?10x10}} Access the Right-Click menu for the left list of Contact Person names.
+  * 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:mcmimage94.jpeg?594x251}}
+=== How to Add a Document to the Document Library ===
-> {{: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...
-{{: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...
+  * 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...
+  * 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...
+  * 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...
+  * 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...
+  * 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...
+  * 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}}
-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.
-{{:mcm:mcmimage41.jpeg?723x79}}{{:mcm:mcmimage75.jpeg?11x11}}
+The Twitter 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 Twitter.
+<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.
+</WRAP>
 {{: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}}
-**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}}
-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}}
-**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}}
-**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**
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-> {{: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.
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-> {{: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.
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-**Viewing the Search Results Data**
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-> 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}}
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+=== Saving the Search as an MCM Search Query ===
-Saving the Search as an MCM Search Query
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-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}}
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+  * 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.
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-> {{: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.
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-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**
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-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.
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-> {{: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
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-Copyright © 2003-2017 Third Wave Business Systems - [[http://www.twbs.com|www.twbs.com]]
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