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Equipment CRM - Additional Tools
Marketing Codes and Default Comments on Documents
Using Marketing Codes to create a default comment for all Contracts:
STEPS:
- Go to Marketing Codes and create a Market Code for your comment you wish to appear on Contracts
- Here you can create a code numbers or letters to 'call up' the comments
- Here you can enter up to 4 separate lines of comments which will show in the Contract Header (see contract example provided)
- If you use the 'blank' Marketing Code then this will show on ALL Contracts
- To use other Marketing Codes they must be selected during the Contract creation process
Additionally, a Market Code can be set to default on your Invoices as well - this is configured under Division Parameters as shown in the last screen shot.
Menu Path: Marketing Codes
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Some examples of Marketing Codes
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Sample Contract with Marketing Codes
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Select the Marketing Code and click 'Details' to see what actually prints on the document
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Sample Contract - shows numerous Marketing Codes selected while creating the Contract and the default Marketing Code
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Appendix: Excerpt from HELP File
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