Edit Page Layouts

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Edit Page Layouts

As an overview, and depending on your organization's use case with PrintSF, you will want to edit page layout(s) for Leads, Contacts and/or Campaigns as follows:

 

Leads - If you will be mailing to Leads you will want to add the Mailer History Related List on your Lead Page Layout(s).  Additionally, you may want to add/expose the 8 custom fields PrintSF adds to the Lead object.

Contacts - If you will be mailing to Contacts you will want to add the Mailer History Related List on your Contact Page Layout(s).  Additionally, you may want to add/expose the 8 custom fields PrintSF adds to the Contact object.

Campaigns - If you will be mailing to Campaigns you will want to add the Mailer History Related List on your Campaign Page Layout(s).  Beyond the Related List, no custom fields are added by PrintSF directly to the Campaign object.