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. Â For other objects and custom objects, custom buttons can be created by administrators. Â 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:
- 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. - Edit the Campaign Pay Layout and drag/drop the following customer links onto the Page Layout. Â This links show related Event Attendee reports
Event Attendee Group List
Event Attendee List
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