Hi Adam
I have been tweaking my crm in fits and starts and not in much of a logical order!
Initially I put the field 'campaign' (in common data) into the company fields so that I could put the relevant campaign into each company file - using 'add arrays' to add new campaigns.
However, recently I decided to change this by adding a new record set (Campaign Name) and linking this to the company fields. The reason for this is that I thought it would be better for organising data going forward, into more of a 'hierarchical' structure. Also, I would like to make the campaign information is readily accessible to the users when they are working on the related company data. Additionally, I thought that having this new record set would prove better for allocating whole campaigns to the assigned users.
Many thanks,
Helen
