Marketing tab of Client window

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

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). Date and Subject fields of a record cannot be empty. Records in Marketing Tracker can be sorted by Date or by Subject.

See also:

Client window

Basic interface options