Lisa, who is the CRM administrator at Acme Ltd, has been asked by the marketing manager to find some way to collect internal feedback from the marketing executives at Acme Ltd on the recent campaigns run by the company for their customers. Feedback can be used to provide a solution to this. It can store the responses received from the recent campaigns.
Lisa can follow these steps to fulfill this requirement:
- Navigate to
Settings|Customizations|Customize the System. Expand theEntities|Campaignentity. SelectFeedbackon the entity customizations:
- Click
Saveand thenPublish:
- Next, navigate to
Campaign Entity|Formsand select theCampaignmain form:
- Select
Insertand then the subgrid option. Give the name asFeedbackand select theFeedbackentity from the dropdown for a list of related entity records:
- Click
OK, save the Form Editor, and clickPublish:
Note that to allow any Security role to give feedback, the Security role needs to have privilege on the Feedback entity...