Copying campaigns

Copy child records of campaigns and campaign header information to a new campaign.

To copy campaign records to new campaigns:

  1. Select Work > Projects > Campaigns.
  2. Select the campaign for which to copy, and then click the Record View tab.
  3. Click Copy Campaign.
  4. Specify this information:
    New Campaign
    Enter 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.
  5. Click Submit.