CHMlib Logo Leading Translation Management System for Translation Agencies, Top Translation Management Software for Freelance Translators, Time Tracking Software, Word Count, Character Count and Line Count Software, Computer Assisted Translation Tool for Easy Word Count, Clipboard Character Count Software, User-Friendly Translation Memory Software, Terminology Management Software, Terminology Management Server, Microsoft Glossary Software, Dictionary of Acronyms, Social Network for Translators and Translation Agencies, Acronyms and Abbreviations Search Engine, Russian Translation Lab, Ukrainian Translation Lab.
You are reading help file online using chmlib.com
CrisisHelper - First Aid in Tough Times of World Economic Crisis


_bm0 Client window > Marketing page

Top  Previous  Next

On the Marketing page of the Client window you can store marketing information concerning the selected client (the client is selected on the Main page of the Client window; the name of the selected client is displayed in the Client window caption; e.g. the next screenshot shows Marketing page for E-mania Pharmacy - US ).

marketing page

 

To open the Marketing page, open the Client window and then click Marketing tab.

 

_bm2

 

On the Marketing page you can enter three types of marketing information:

·General marketing notes (text).

To add general marketing notes click Marketing Notes: button and enter the text into the Marketing Notes box displayed.

marketing notes

 

·Hyper-link to the web site, somehow concerning your marketing activity.

If you want to add a marketing link, click the Marketing Link button, and enter the URL in the pop-up Marketing Link window. Go button (on the right of the Marketing Link) click points your Internet-browser to the provided Internet address.

marketing link

marketing link window

 

·Specific marketing events, with data and description.

As you might have noticed, the lower part of the Marketing page is called Marketing Tracker. Here, you can add a new record for a certain marketing event, set its date and some info about it.

To add a record click New Record button, New Record window will appear. Enter the description of the event, and set the date by clicking on the down arrow of the Date field, and choose the appropriate date from the drop-down Calendar box.

new event

Besides, in the Calendar box you can also set a month of the event by clicking on the left or right arrow of the month displaying button (on the screenshot above it contains "January 2006" string). Or you can set a month by clicking up and down arrows of the date field in the Calendar box. When finished, click on the green pictogram to apply the changes, or on the red one to leave without saving. In addition, you have a possibility to set the current date by clicking on the blue pictogram at the bottom of the Calendar box.

Having finished entering information about the event click OK to apply the changes, or click Cancel to discard them. The new record with the date will be added to the Marketing Tracker box in the first case.

You can also edit or delete existing records.
To edit the note, select it from the list and click Edit button or simply double-click the note. Change the necessary information in the Edit Record window displayed; click OK to save the changes, or click Cancel to discard them.

edit marketing note

 

To delete the note select it from the list and click Delete button; the note will be deleted after confirmation.

Finally, you can sort your entries in the Marketing Tracker box by Date or by Info. For this purpose, simply click on the corresponding column caption.

You can also change the columns order according to your preferences, customize which columns to be displayed or switch to the vertical view of the table.
For details, see Right-click menu.

 

_bm2

 

Client window



You are reading help file online using chmlib.com

If you want your help file to be removed or added please send e-mail to chmlibcom@gmail.com
Partner sites: Logo Design, Simple Anti-Crisis Accounting Software, Voice Search for Web