Is anyone using the Campaign form? I'm wondering how you use it and would like to get experiences.
I intend to adapt it for the following: we want to track the sales campaigns we give to customers. We have three types of scopes, (1) customer-specific, (2) national-level, i.e. covers all customers, and (3) multiple customers.
I figure it is possible for users (like us) to add fields to the Campaign form to make it more useful, with fields such as:
start date
end date
budget (float)
customer (link) or customer group (link)
campaign type
We could even link a sales order to a campaign (I think)... this would be a very powerful tool.
But a couple of questions:
if we were to create a campaign that specifies a customer field or customer group, would it be possible to filter the campaigns that are viewable/selectable when linking from another document, such as a sales order?
what kind of conditions can be used, and where would go about setting these conditions?
Thanks for any thoughts.
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On 02-Sep-2013, at 12:42 PM, lxnow <la...@union.ph> wrote:
Is anyone using the Campaign form? I'm wondering how you use it and would like to get experiences.
I intend to adapt it for the following: we want to track the sales campaigns we give to customers. We have three types of scopes, (1) customer-specific, (2) national-level, i.e. covers all customers, and (3) multiple customers.
I figure it is possible for users (like us) to add fields to the Campaign form to make it more useful, with fields such as:
start date
end date
budget (float)
customer (link) or customer group (link)
campaign type
We could even link a sales order to a campaign (I think)... this would be a very powerful tool.
But a couple of questions:
if we were to create a campaign that specifies a customer field or customer group, would it be possible to filter the campaigns that are viewable/selectable when linking from another document, such as a sales order?
what kind of conditions can be used, and where would go about setting these conditions?
Thanks for any thoughts.
–
You received this message because you are subscribed to the Google Groups “ERPNext User’s Forum” group.