The Marketing tab of the Client window stores marketing information about the selected client. This includes a general note, Marketing links (URL and e-mail) and a log of timed marketing records (Marketing Tracker).
The Marketing Tracker can contain any number of records, each having a Date, Subject (250 characters maximum) and a Description (a plain text note with no length limitation). The Date and Subject fields of a record cannot be empty. Records in the Marketing Tracker can be sorted by Date or by Subject.
See also: