Copying Item View for a Campaign

See Also

Permissions Required

Copy Campaign Item View - To copy the User Preferences pane of the Campaign window to other Users.

You can copy the User Preferences pane of the Campaign window to other Talisma Users. The Properties displayed in your User Preferences pane can be viewed by Users, Teams, or Roles to whom the User Preferences pane is copied.

Example   You have customized the User Preferences pane of the Campaign window and would like all the Users in your Team to work with the same Properties in the User Preferences pane. Your administrator has given you the Copy Campaign Item View Permission. You can copy the view of the User Preferences pane to other Users in your Team.

To Copy Item View for a Campaign

1.  Open the required Campaign.

Note  You cannot drag and drop Groups, and RecordList tab Properties into the User Preferences pane.

2.  From the Campaign menu, select Copy Item View. The Copy Item View dialog box is displayed.

3.  Copy the Item View to Users, Teams, or Roles.

4.  Click OK. The Item View is copied.

Note  •   The Users area of the Copy Item View dialog box lists only those Users who belong to Teams to which you have been granted access. •   If you add or remove Properties from the User Preferences pane after it is copied to other Users, you need to copy the pane again to the Users for them to be able to view the changed User Preferences pane.

To Select Users, Teams, and Roles

•   Select the required Users from the Users list.

- OR -

Click By Team.

The Teams dialog box is displayed.

Select the Teams from the Select Teams list, and click OK.

- OR -

Click By Role.

The Roles dialog box is displayed.

Select the Roles from the Select Roles list, and click OK.