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CRM_MKTPL_MKTCAT - Define Campaign To-Do Categories

CRM_MKTPL_MKTCAT - Define Campaign To-Do Categories

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In this Customizing activity, you define the categories for the marketing to-dos for campaign management.

You can use existing categories, and add or delete categories as you require.

The categories you create appear on the Newdialog box of the Campaign To-Dos assignment block.

You have defined a category for your campaign to-do in Customizing for Customer Relationship Management , by choosing: Transactions -> Basic Settings -> Settings for Activities -> Maintain Categories, Goals, and Priorities -> Maintain Categories.

You have assigned this category to a transaction type n Customizing for Customer Relationship Management , by choosing: Transactions -> Basic Settings -> Settings for Activities -> Maintain Categories, Goals, and Priorities -> Assign Categories to Transaction Types.

To add a new marketing to-do category, do the following:

  1. Click New Entries.
  2. In the New Entries: Overview of New Entries screen, select a category from the Categorydropdown list and click Enter. The category description field is filled automatically.
  3. Click Save.
The next time you open this Customizing activity, the new category is available in the marketing to-dos category list.

To delete an existing marketing to-do category, do the following:

  1. In the marketing to-dos category list, select the category and description to be deleted.
  2. Click Delete, then Save.






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