Adding an icon to the Workspace Bar

This is an optional configuration per user, enabling convenient access to the Marketing Manager from anywhere in the EXACT desktop:

MM-WorkspaceBar

This icon also functions as an Alert:

MM-Alert1 See Marketing Manager Alert

To add a Marketing icon to the Workspace Bar

(For the current logged-in user only)

  1. Right-click the Workspace Bar and select Customise...

    MM-AddToWorkspace-1

  2. In the Customise Workspace window do the following:

    MM-AddToWorkspace-2

    1. Select the Marketing icon in the left pane.
    2. Select the >> button to move the icon to the right pane.
    3. Select OK.

    The icon will then appear on the Workspace Bar

    MM-WorkspaceBar

To remove the Marketing icon from the Workspace Bar

Repeat the above procedure in reverse - move the icon from right pane to left pane.

See also...

Using Marketing Manager

Terminology for Marketing Manager

Preferences to contact patient

Excluding patients who have had a campaign service invoiced

Primary areas of Marketing Manager

Marketing Manager Alert

Creating a new Campaign

Creating an Automated Campaign

Configuring Campaign Design Email Templates

Marketing Manager Desktop

Matching Calls to Patients

Marketing Manager Dashboard

Contact Lists for marketing campaigns

Contacting patients from the contact list tool bar

Removing services from Appointment Book Quick Service

Tracking patient campaign contacts

Opting patients out of and back into campaigns

Next >>

Marketing Manager Alert