Package - Questions & Misc Fields

It is possible to design a campaign so that the user is prompted for additional information when a package is selected on an order. This page is used to define how the package overrides the questions and miscellaneous fields defined on the campaign.

Open this page using Menu > Sales & Marketing > Package > Search and navigate to the Questions & Misc Fields page.

Description of Page

Package contains a concatenation of basic information about the package. Package ID is the system-assigned unique identifier of the package. These values only appear after the order is added to the database.

Campaign contains a concatenation of basic information about the campaign.

The grid contains one row for every Questions & Misc Field defined on the Campaign. You need only modify this information if this package behaves differently than the campaign (e.g., a field is required on the package, but optional on the campaign). To override a field on this package, turn on the Override switch and change the appropriate fields. There are several restrictions in respect of what can be overridden as described below:

• If a question / miscellaneous field is Required on the campaign, no fields may be overridden on the package.
• If a question / miscellaneous field is Optional on the campaign, you may override all field values. However, if the package has been used on a Completed order, you may not change its Applicability to be Required.
• If a question / miscellaneous field is designated as only applicable on package on the campaign, you should designate its applicability as Required, Optional or Not Used On This Package. If the field is either Required or Optional on this package, you may also override the other field values. Please note that if the package has been used on a Completed order, you may not change its Applicability to be Required.