On the Activities Tab (formerly Budget Tab), when Marketing Activities are grouped into Categories and Sub-categories, detailed attributes can easily be added at the Folder level, when details of a campaign or events are consistent. This saves time, and alleviates the need to complete the detailed entries for every Marketing Activity because the details will filter down from the top-level folder.
- Click the Details Panel icon in line with the Category or Sub-category that you would like to enter details for. The Details panel will open on the right side.
- Fill in the fields that are the same for the Marketing Activities within this folder. The details will filter down to the Marketing Activities within the Category or Sub-category