Quick Campaigns

A quick campaign allows the user to select several records from a list and create mail merge letters for the associated persons or companies.

In addition, users can carry out a quick campaign for queries that are either explicitly called using the Queries menu item, embedded in a form (e.g. a start page) or carried out using a QueryRun action.

Quick campaigns can be launched

• from any list that supports selecting multiple records: Companies, persons and records that have either a person or a company as parent.

  

  Note: If a quick campaign is configured for an info area linked to multiple companies and/or persons (e.g. KM), the company/person with the first link (i.e. the default link) is used as the addressee of the letter.
• from query results (but not query snapshots)

  

  Result rows containing multiple uids (FI/KP/CP/PE records) are handled as follows:

  • The last FI/KP/CP/PE uid in the result set row is used.
    Note: This has nothing to do with the order of the output fields; the "last" uid is the last one determined by the query statement.
  • If no such uid exist, the last uid whose info area contains a default link to a FI, KP, CP or PE is used to find a parent: The first actually existing parent uid (in the order KP/CP/PE/FI) is used.
  Note: For quick campaigns launched from a query only fields from FI/KP/CP/PE records are supported, i.e. you can not create a mail merge letter containing e.g. data from a linked offer in this context.

In UPDATE_DEFAULT the quick campaign functionality is available as follows:

• The Quick Campaign button is configured in the FI.SearchResults, FITree.SearchResults, PE.SearchResults, KP.SearchResults and KPTree.SearchResults headers. It is active as soon as at least one record is selected from the list.
• the Quick Campaign Query button is configured in the QueryResult header. It is always active. Therefore, when executing a quick campaign for a query without selecting any result rows, the quick campaign is executed for all records found in the database that match the query criteria.

  If the query result exceeds 1000 result records, a warning is displayed allowing the user to cancel creating the quick campaign.

  If one or more result row(s) are selected, the quick campaign is executed for these records.

• The menu action A_QuickCampaign_Selection (in the menu M_QuickCampaigns) is configured in the M_Company.MultiSelect and M_Person.MultiSelect menus.

  It is available as soon as the user selects more than one record from a search or query result list that contains FI, KP or PE records.

When selecting a Quick Campaign button/menu entry, the Format selection dialog displays the available Word Processor formats. For further details, see Specifying a Word Processor Format section below. Selecting a format creates a Word document containing the letters for the quick campaign. All relevant records for the quick campaign are created automatically, see Quick Campaign Records.

To offer quick campaigns for other info areas (that have either company or person as parent):

1. Create a context menu named XXX.Multiselect (XXX being the name of the context menu used for the Search&List configuration of that info area, e.g. M_Company.Multiselect). The easiest way is to inherit the new menu from M_MultiSelect.

   This context menu is then used for multi-selection of the respective info area.

2. Add the M_QuickCampaigns menu to XXX.Multiselect.