kevin_wang9
Advisor
Advisor
Member since ‎10-22-2014

User Statistics

  • 55 Posts
  • 5 Solutions
  • 27 Kudos given
  • 21 Kudos received

User Activity

CRM Fund—After budget transfer/update, the new budget posting is not shown in the Fund page.

12-31-2018
During CRM Fund process, you may observer following behavior: The user approves a budget transfer, or process a budget update for a Fund. After that, you find the amount for fund has been changed, but the new budget transaction doens't appear in B...

How the periodic campaign works in campaign automation

03-03-2017
Campaign Automation is a function that allows you to model your campaign, such as creating a recurring campaign. In this blog, I’ll introduce some tips regarding how the periodic campaign works in campaign automation. The rules used for calculation ...

Performance issue on opening/creating the target group

11-09-2016
Symptom: You got the performance issue on following scenarios: When try to open the target group Import business partners into target group manually. Mostly, this issue is user-specific issue, and seem do not know where to start investigation....

CRM Marketing Segmentation Tables

10-19-2016
This blog introduces some important tables in CRM Marketing Segmentation area. Here I create a new segmentation model as example: ID 6022, which includes two segments and target groups. Firstly, please run report CRM_MKTTG_SEE_SEG MODEL and with t...

How-to: Export target group to a file

09-06-2016
    Sometimes we need to export the target group to a file, here this blog introduces several ways to achieve it.If the size of target group is small (generally less than 500), you can export them via the ‘export to spreadsheet’ button on the header ...