Edit Advertiser Profile

Modules > Advertising > Advertisers > Find, List, Add, Query Advertiser > Advertiser Profile > Edit Button

The Edit button allows you to edit advertiser information.

To edit an Advertiser profile, use the following steps:

  1. Go to Modules > Advertising > Advertisers > Find, List, Add, Query Advertiser > Advertiser Profile.
  2. Click the Edit button. The Edit-Advertiser page opens.
  3. Edit the fields as described in the table below:
    Fields RequiredDescription
    advertiserRequired

    Enter the first few letters of the organization name and select your organization from the list of matches or click the look up button to search the List - Organization page. Once you select an advertiser, the organization information fills in the fields below.

    Note: The advertiser must be an organization and must already have an organization record in NetForum in order for the lookup feature to work. If no record exists, you must create the organization record before adding the advertiser.

    contactRequiredEnter the first few letters of the individual name and select your individual contact from the list of matches or click the look up button to search the List - Customer page.
    relationship typeRequiredSelect, from the drop-down list, the type of relationship that you are establishing with this organization.
    addressRequiredThe address field populates with the primary address for the individual selected as the contact for this advertiser. If this contact has more than one address, you can choose a different address from the drop-down list.
    phone, fax, emailOptionalThese fields populate with the primary information for the individual selected as the contact. If the individual has more than one phone, fax, or email, you can choose a different option from the appropriate drop-down list .
  4. Click the Save button to save your changes and return to the Advertiser Profile. Click the Delete button to delete the advertiser. Click the Cancel button to return to the Advertiser Profile without saving your changes.

Edit Advertiser Icons

You can use the following icons on the Edit-Advertiser page:

Use this Icon To Perform this Action
edit icon to open an edit page for that field.
add icon to add a new record for that field.
look up icon to see a list of individuals, customers, or other appropriate person records select the record you want to return to the wizard. The fields are populated with the person's information.