tologo Client window Marketing tab

The Marketing tab of the Client window stores marketing information about the selected client. This includes a general note, a URL and Email address (Marketing link) and a log of timed marketing records (Marketing Tracker).

The Marketing Tracker can contain any number of records, each having a Date, Subject (250 characters maximum) and Description (plain text note with no length limitation). The Date and Subject fields of a record cannot be empty. Records in the Marketing Tracker can be sorted by Date or by Subject.

 

 

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See also:

Client window

Basic interface options