Search for Marketing Efforts
Use the Marketing Effort Search screen to locate and open a specific effort, such as to edit information, run a report, or select an effort to exclude from another effort.
You can enter partial names or individual letters in the search criteria fields. Also, the search process is not case-sensitive. You can leave the fields blank and the search will return all your marketing efforts, but if the program locates over 100 records, only the first 100 will appear in the Results grid.
The following table explains each item on the Marketing Effort Search screen.
Screen Item |
Description |
Name |
Name of the marketing effort. You can enter a partial name or an individual letter. |
Description |
Description of the marketing effort. You can enter a partial description or an individual letter. |
Marketing Effort ID |
ID of marketing effort. |
Status |
Whether the marketing effort is active or inactive. |
Match all criteria exactly |
Select this checkbox if you are sure the criteria you entered is an exact match. |