When creating a Marketing Effort based on the setting in the Planned Appeal by using the 'Create effort from plan'on the Planned Efforts tab. You may see that the source code from the Planned appeal does not carry over to the Effort setting tab of the Marketing Effort.
Download and install the latest patch which contains all fixes from previous patches. If you are running an older version, download and install the latest version and then the patch.
Steps to Duplicate
1. Go to Marketing and Communication > Marketing efforts > Direct marketing efforts 2. Click Planned effort > Choose an effort then click Edit details. Make note of the source codes 3. Under the Planned Efforts tab choose the same effort and click Create effort from plan 4. Use Example Complex Mail Template > click Next 5. Uncheck Reserve a specified range of finder numbers under Additional options > click Save 6. In the effort click the Effort Settings tab and see source codes 7. Source codes are not carrying over