Published at: 2026-10-12

Configure general settings

General settings cover customer identification, field-visit information, and campaign closing rules.

Overview

If the enterprise uses a custom dealer Record Type, custom campaign information display, or early campaign closure, configure the related rules in General Settings.

Before you start

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The custom dealer Record Type is configured on the Customer object.
The store side has a field identifying its Affiliated Distributor.
If you still use preset Record Types, confirm that the preset data meets your needs before changing General Settings.

Procedure

Configure customer identification

Open General Settings in the Campaign app.
Set the Record Type that represents a dealer.
Set the field that represents the dealer affiliated with a store.
Save.

Configure information displayed in campaign lists for field-work actions

Open General Settings in the Campaign app.
When configuring the Promo Proof action, customize the information displayed in the campaign list.
When configuring the Campaign Agreement action, customize the information displayed in the campaign list.

Configure information displayed in campaign rules

Close a campaign

Open General Settings in the Campaign app.
Set whether campaigns can be closed early. It is disabled by default; after enablement, a campaign can be closed before its end date.

Verification

Create a campaign plan and confirm that dealer options contain only customers of the configured Record Type.
Select a store in a campaign plan or application and confirm that the list is correctly filtered by the Affiliated Distributor field.

Notes

General Settings affects customer selection for the preset Campaign Plan and Campaign Application objects.
Before changing identification rules, confirm the Account Types used by existing campaign data.
Early closure allows a campaign to close before its end date, but related campaign processes cannot continue after closure.