Setup for Campaigns
This guide will show you how to manage the setup for campaigns.
Transaction Preferences
Admin/Manager > System Setup > Account Information > Show Advanced Options > Transaction Preferences
In regards to the numbering method of campaigns and projects alike, you may want to review the Next Project Number Methods guide.
For example, if you always start a campaign before a project, then the best project number method to use is "Campaign ID + Next Number from Campaign".
Security Settings
Admin/Manager > System Setup > Account Information > Security Settings
Under the Project Management set of rights, the two that apply to Campaigns specifically are:
View Campaigns - Allows the user to view the Campaign listing only (and not open the Campaign) from Project Manager > Campaigns.
Edit Campaigns - Allows the user to fully open and edit any Campaign.