License Plan/Edition | AMS |
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Version | 2.151 and higher |
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Info |
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If you can not see the action please contact your administrator to add the right action to the layout. |
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The Campaign Contact Wizard helps users to add new campaign contacts to an existing media campaign. It only displays those contacts assigned to the Media Campaigns Accounts.
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You can see a tab at the top of the page for every Account type that was set in the Media Campaign.
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Please add the Contact Wizard action to the page layout of the Media Campaign. You can differentiate the old and new Wizard by the name. The Lightning Contact Wizard action has the name “LwcContactWizard“.
Customize the Contact Wizard
You can adjust the Contact Wizard to show different information per Contact record in the list on the right and you can define the list on the right to show additional columns based on the Contact records.
To do so please refer to the following Feature Setting:
Feature Setting Name | ContactSettings |
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Feature Name | ContactWizardLightning |
Value | Default: {"ContactField":"Department","AdditionalColumns":[]} Explanation:
Example: {"ContactField":"Department","AdditionalColumns":["Department","Email","Phone"]} |
Campaign Contacts on Offer and Invoice documents
To customize which in which order contacts are displayed at the address block (1st page at PDF) or the contact information (2nd Page at PDF) please follow the steps below.
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