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.