Custom Fields for Campaign Member History Related List [ Edited ]

[glreaux]

Hello.  I would like to add some custom fields to the Campaign Member History related list so that I can track individual member participation in certain workshops and events.  Is this possible?  If so, can someone tell me how to do it?

E.g. - Status = Attending, Wine Event = Yes, Breakout Session #1 (Pick List Values), etc.

Thanks for any help.  GR

Message Edited by glreaux on 10-06-200709:23 AM

[Harry James]

You can go to the Campaign History related list section on your Contact and Lead page layouts.  Double click on the Campaign History related list and you should get a popup where you can specify which Campaign fields appear on the related lists.

[glreaux]

Thank you so much Harry - this is awesome!!! Exactly what I needed!  Sorry for the delay in acknowledgement - we had our user event in October and it's been crazy.  THANKS AGAIN!!!

Glenda

[glreaux]

Hello!  I have added custom fields to my campaign history and they show up on my page layout.  However, I can't get to them to add data.  What am I missing?

Thanks for any help,

GR

[cdgardiner]

You've added custom fields to your campaign history related list? I didn't think that was possible. Can you tell me how you did it, please??

Thanks.
Carmen

[glreaux]

Hi Carmen - unfortunately it did not work.  What I did was add the custom fields to my campaign table.  There is no way to get to the campaign history table so no way to customize at this time.  There is a request for this in the Idea Exchange that you can promote if you want this feature added to a future release. 

It seems a no-brainer to me that you should be able to add custom date to the contact for event management purposes.

In this case, I added the fields to my contact record and created a separate section in the page layout for event-specific info.  I really don't want to store it at the contact record level but no choice.  This also means that you'll have to go to the campaign history field to capture status and a different area for the remaining data.

Sorry I don't have better news.

Thanks,  GR

[cdgardiner]

no problem. I just wanted to make sure I wasn't assuming anything.
I'll go promote that idea right now.

Thanks for the quick response.
-Carmen