Client window Marketing tab
Migration notice: This page was converted from the legacy TO3000 3D CHM. Classification: KEEP. Legacy wording is evidence only — verify against current TO3000 7.1 / qa before treating as authoritative.
The Marketing tab of the Client window stores marketing information about the selected client. This includes a general note, a URL and Email address (Marketing link) and a log of timed marketing records (Marketing Tracker).
The 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). The Date and Subject fields of a record cannot be empty. Records in the Marketing Tracker can be sorted by Date or by Subject.
See also: