ManualsPayments2Us Installation Manual Buttons - OptionalHow to create a button on the Campaign tab

How to create a button on the Campaign tab

Cash, Cheque, Money Orders and Credit Card payment buttons are available for Accounts, Contacts, Opportunities and Campaign Members tabs.  For other objects and custom objects, custom buttons can be created by administrators.  To see how to do this, please see the salesforce.com online help.

For Campaigns, there are buttons and links to manage events registration and annual statements.

Quick Steps:

  1. Edit the Campaign Page Layout and drag/drop the following buttons onto the Page Layout
    Add Event Attendee Button - Launches the Events Registration button and allows for new attendees to be added
    Statement Generation Button - Generates statements and stores annual statement PDFs against the related contacs
    Statement Send Button - Generates and sends the annual statement to the related contact.
  2. Edit the Campaign Pay Layout and drag/drop the following customer links onto the Page Layout.  This links show related Event Attendee reports
    Event Attendee Group List
    Event Attendee List

1. Navigate to Setup > App Setup > Customize > Campaigns > Page Layouts

Navigate to Setup > App Setup > Customize > Campaigns > Page Layouts

2. Select 'Edit' next to the page layout that you would like to add the buttons to

Select 'Edit' next to the page layout that you would like to add the buttons to

3. Select 'Buttons' from the list under 'Fields'

Select 'Buttons' from the list under 'Fields'

4. Drop & drag the buttons onto the page layout

Add Event Attendees provides a way of adding new attendees to an Event.

Statement Generation enables the generation of Annual Statements for all payments/donations of contacts associated with the Campaign

5. Add Custom Links

The custom links contains links to Campaign specific reports that will show lists of attendees for the Campaign

6. Save

Save