ClientBase Overview Database Administrators

ClientBase Overview for Administrators
Quick Steps to Viewing and Selecting Marketing Codes for a Client
Quick Steps for Tailoring Your Global List of Marketing Codes
STEP ONE:
Tailor the name of each Marketing Category.
From the main ClientBase screen, click on Global Defaults|Profile Defaults and then select Marketing Categories. Each
table, or group of marketing codes, found in the Marketing tab is considered a Marketing Category. We helped you get started
by naming the first 7 Categories, although each Marketing Category name can be modified. To modify the table name of any
of the Marketing Categories, highlight the Marketing Category and click Modify. A window appears prompting you for the
Category Name. Enter the desired Category Name and click OK to save. To add a Marketing Category, click Add and enter
the new name.
STEP TWO:
Tailor the Marketing Codes included in each Marketing Category.
From the Main ClientBase Screen, click Global Defaults|Profile Defaults|Marketing Codes. A list of any Marketing Codes
already setup in the system appears, including the category name and the code value. From here you can Add, Modify or
Delete marketing codes.
a. To Add a Marketing Code: Click Add, select the appropriate Marketing Category, then enter the desired code name in
the field called Marketing Item. Use the up and down arrows to place the code in a desired location.
b. To Modify a Marketing Code: Highlight the Marketing Code you would like to modify, then click Modify. Enter the
desired code name in the field called Marketing Item. If any profiles have been coded with this item, the system prompts
before saving.
c. To Delete a Marketing Code: Highlight the Marketing Code you would like to delete, then click Delete. If any profiles
have been coded with this item, the system prompts before deleting. A warning message appears advising you of the number
of profiles with that marketing code attached. Once you delete the marketing code, it deletes it out of each profile. All
marketing codes need to be deleted first, before you can delete a Marketing Category.
Note: If many profiles have been tagged with a marketing code, using Level 2 Query to call up profiles that have this
marketing code checked off and remove it using Utilities|Global Modify. Then delete the marketing code as above.
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