The Marketing (F10) Button
Article ID: 149 | Last Updated: Tue, Jun 20, 2017 at 5:46 AM
When making a delivery order, you may have noticed the Marketing (F10) button below the customer’s contact details, see below.
Click on it to open the Marketing Contacts window shown on the right.
The options available here are the following:
- Toggle Active (F1) – disable a phone number so it will not be used by the system.
- Do Not Market (F2) – exclude the selected phone number from marketing campaigns.
- Remove new Contact (F4) – remove an email address from the system.
- Do Not Market (F5) – exclude the selected email address from marketing campaigns.
- Toggle Work/Home (F6) – click here to toggle between email addresses.
- Save Phone (F7) – type in and click to save customer’s phone number.
- Save Email (F8) - type in and save the customer’s email address.
Click the Cancel (Esc) button to cancel any changes and return to the Customer Details screen.
When ready with entering the marketing details as required click Done (or press F12).
Note: You cannot disable the last customer phone number or the one associated with the current order.