# Campaign Management

Staff use this option to manage records by updating details, marking cards as discontinued, or adding new information.

{% hint style="warning" %}
The master record can be modified only if the campaign has not been billed.
{% endhint %}

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## Various Features

### Sorting and Filtering

This sorting and filtering feature helps manage campaigns by categorizing them based on status. Users can view **Active, Discontinued, Yet to Active, Expired,** and **Ending in a Week** campaigns, ensuring easy tracking and timely updates. The **All** category provides a complete list, improving navigation and management. Additionally, the **Category** and **Handle** options allow users to group campaigns effectively.

<figure><img src="/files/fN6o6H711nkMXcpjGHD4" alt=""><figcaption></figcaption></figure>

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### Editing or Discontinuing Campaign

To modify or discontinue campaign, hover over the card to reveal the **EDIT** and **DISCONTINUE** options.

<figure><img src="/files/ULiqyL0Vk8lgY4YsUhRB" alt=""><figcaption></figcaption></figure>

#### Editing Campaign

Click the **EDIT** hyperlink to open the **Update Campaign** pop-up screen. Make the necessary changes, such as updating the campaign details, type, percentage, amount, validity period or add items. Once the modifications are complete, click **UPDATE** to save the changes.

<figure><img src="/files/A3mlcYe8Rty8g2wXv1KB" alt=""><figcaption></figcaption></figure>

**Discontinuing Campaign**

To remove a campaign from active use, click the **DISCONTINUE** hyperlink. This action opens a prompt message to confirm the discontinuation. Click **Yes** to mark the campaign as inactive.

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### Reactivating Campaign

To revert a campaign from a discontinued to an active state, hover over the card to reveal the **Active** option. Click the hyperlink to open a prompt message confirming the activation. Click **Yes** to mark the campaign as active.&#x20;

<figure><img src="/files/FqGm2R1D0nclJFP3h9rc" alt=""><figcaption></figcaption></figure>

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### View Items

If the campaign is applied at the **Item Level**, hovering over the card reveals the **View Items** option along with **Edit** and **Discontinue** options.

<figure><img src="/files/BCRQXeQJtn5UbwnDHHlV" alt=""><figcaption></figcaption></figure>

Click the **View Items** hyperlink to open a detailed list of all items associated with the campaign. This includes specific services, procedures, or treatments eligible for the discount.

<figure><img src="/files/zseUTTqxS0NLuYdlZfey" alt=""><figcaption></figcaption></figure>

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