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Add Custom Entity as Member Type to Marketing List RRS feed

  • Question

  • The Marketing List system entity only allows three entities to be members of a marketing list -- contacts, account and leads.  Is there a way to add another entity to this?  We have created an entity type of household because we are using the account entity to represent companies/vendors.

     

    James

     

    Thursday, May 22, 2008 3:36 AM

Answers

  • Rather late for the original post, unfortunately, but there is no way to add extra entities to the marketing list - CRM 3 and 4 are hard-coded to only include contacts, account and leads in a marketing list
    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk
    Monday, April 20, 2009 4:34 PM
    Moderator

All replies

  • yeah, create relationship

     

    Regards,

    Imran

     

     

    Thursday, May 22, 2008 9:59 AM
    Moderator
  • Creating the relationship is easy, but is there a way to get that relationship to show in Member Type picklist on the Marketing List Form?

     

    Thursday, May 22, 2008 4:22 PM
  • Rather late for the original post, unfortunately, but there is no way to add extra entities to the marketing list - CRM 3 and 4 are hard-coded to only include contacts, account and leads in a marketing list
    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk
    Monday, April 20, 2009 4:34 PM
    Moderator
  • What about version 5.0?
    Wednesday, November 18, 2009 4:00 PM