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Planning tasks vs Campaign Activities

Question
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I know generally the difference between the two but in my mind there does seem to be some overlap.
For example if I am creating a campaign for an event and wanted to include planning the catering as a task. If I do it as a planning task I cannot associate budget with it so I have to create it as a campaign activity, but in reality it is a planning task.
What do others think?
Friday, June 3, 2011 5:17 AM
Answers
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Hi,
Yes some time planning also requires a cost to be assosiated, as a solution work around you can do the following:
1. Create new field in Task entity (Campaign Planning Cost), add it on form and it will be only visible if task is regarding the Campaign
2. Create new field in Campaign Planning Cost, add it on form Financials section or use exsisting Miscellaneous Cost field
3. Create New workflow that will trigger when a new task will be Created or Updated (only run, if Planning Cost field is updated)
4. In workflow check if it is regarding Campaign contains data then update Regarding Campaign record Campaign Planning Cost attribute or Miscellaneous Cost with task Campaign Planning Cost attribute and place it in
6. Create update record step, set Total Cost of Campaign to clear
5. Update Total Cost of Campaign Campaign (make sure uncheck cost readonly option in campaign properties from form and also publish it) with Incremented by all campaign cost fields
I hope this solution answers your question and please Vote as Helpful and Mark as Anwer.
If this is not the solution then you should not ask question or create a discussion.
Thank You,
Jehanzeb Javeed,
http://worldofdynamics.blogspot.com
Linked-In Profile |CodePlex Profile
If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".- Proposed as answer by Jehanzeb.Javeed Saturday, June 4, 2011 2:09 PM
- Marked as answer by ICW Sunday, June 5, 2011 2:04 PM
Saturday, June 4, 2011 2:09 PM -
I wouldn't be adding a campaign activity just for the sake of the budget. Jehanzeb's suggestion is a way around this. Planning tasks are things that need doing (generalised to ANY activity in 2011) to set up the direct marketing campaign, the campaign acitivties are the direct marketing activities themselves.
Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet http://www.twitter.com/leontribe
Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe- Marked as answer by ICW Sunday, June 5, 2011 2:04 PM
Sunday, June 5, 2011 1:26 PM
All replies
-
Hi,
Yes some time planning also requires a cost to be assosiated, as a solution work around you can do the following:
1. Create new field in Task entity (Campaign Planning Cost), add it on form and it will be only visible if task is regarding the Campaign
2. Create new field in Campaign Planning Cost, add it on form Financials section or use exsisting Miscellaneous Cost field
3. Create New workflow that will trigger when a new task will be Created or Updated (only run, if Planning Cost field is updated)
4. In workflow check if it is regarding Campaign contains data then update Regarding Campaign record Campaign Planning Cost attribute or Miscellaneous Cost with task Campaign Planning Cost attribute and place it in
6. Create update record step, set Total Cost of Campaign to clear
5. Update Total Cost of Campaign Campaign (make sure uncheck cost readonly option in campaign properties from form and also publish it) with Incremented by all campaign cost fields
I hope this solution answers your question and please Vote as Helpful and Mark as Anwer.
If this is not the solution then you should not ask question or create a discussion.
Thank You,
Jehanzeb Javeed,
http://worldofdynamics.blogspot.com
Linked-In Profile |CodePlex Profile
If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".- Proposed as answer by Jehanzeb.Javeed Saturday, June 4, 2011 2:09 PM
- Marked as answer by ICW Sunday, June 5, 2011 2:04 PM
Saturday, June 4, 2011 2:09 PM -
I wouldn't be adding a campaign activity just for the sake of the budget. Jehanzeb's suggestion is a way around this. Planning tasks are things that need doing (generalised to ANY activity in 2011) to set up the direct marketing campaign, the campaign acitivties are the direct marketing activities themselves.
Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet http://www.twitter.com/leontribe
Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe- Marked as answer by ICW Sunday, June 5, 2011 2:04 PM
Sunday, June 5, 2011 1:26 PM