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Campaign Transactions
When Exo Business CRM is installed, a Campaign Wave field is available on the following windows:
- Sales Orders
- Purchase Orders
- Debtor Invoices
- Non Accounts
- Opportunities
- Activities
- Jobs (Exo Job Costing module)
This field allows all transactions relevant to a campaign to be associated with that campaign. The specified campaign wave is copied from transaction to transaction where appropriate, e.g. when converting an Opportunity to a Sales Order or a job.
Note: You can use the Track Campaigns On Transactions Company-level profile setting to turn the Campaign Wave field on and off for each transaction type as appropriate.
The Transactions tab on the Campaigns window is a dashboard interface containing widgets that display all transactions that have been assigned to the currently selected campaign. Widgets are available for Invoices, Sales Orders, Jobs, Opportunities and Purchase Orders.
