Design a Campaign to Include Linking an Additional Person
Any campaign related to a specific account may include the questions and miscellaneous fields defined here to create/link an additional person to the account.
Simply create entries in the questions and miscellaneous fields collection to prompt the user to ask for the required information. A question should exist for each column reference created above.
| Seq | Description | Prompt on Order | Column Reference | Dependency |
|---|---|---|---|---|
| 10 | Account relationship type for additional person. | If you would like to link another person to this account, please enter an account relationship type. | ACCT-REL-TYPE | Must have account |
| 20 | Person ID for additional person | If the additional person already exists in the database, enter the person id. | PERSON-ID | Must have account |
| 30 | Person name for additional person | If you would like to create a new person, please enter the person name. | PERSON-NAME | Must have account |
| 40 | ID type for additional person | Please enter the ID type of the new person. | PER-ID-TYPE | Must have account |
| 50 | ID Number for additional person | Please enter the ID number of the additional person. | PER-ID-NUM | Must have account |