Copy child records of campaigns and campaign header information to a new campaign.
To copy campaign records to new campaigns:
-
Select Work > Projects > Campaigns.
-
Select the campaign for which to copy, and then click the Record View tab.
-
Click Copy Campaign.
-
Specify this information:
New Campaign - Specify a unique code identifying the new campaign, and then enter a description for the new campaign in the adjacent field.
Custom Field Value - Select to copy the custom field values to the new campaign.
User Defined Fields - Select to copy the user defined fields to the new campaign.
Campaign Events - Select to copy the campaign events to the new campaign.
Equipment - Select to copy the equipment to the new campaign.
Comments - Select to copy the comments to the new campaign.
Documents - Select to copy the documents to the new campaign.
-
Click Submit.