CRM 2011/2013 - Add filter query in Marketing List Add Member RRS feed

  • General discussion

  • Hi, We have a requirement from one of our customer. Please advise is it doable.

    User creates a marketing list and add member using advanced find option and save.

    While saving or creating, a new rule should add in the advance find option.

    ex: advanced find option rule created by user

    • Gender   equals  Male
    • Age        greater than   40

    After saving below rule should automtically add in the Add Member advanced find option

    • Allow phonecall    equals    Yes

    Please advise whether it is doable. If yes, how is it possible?

    Thanks in advance.


    Wednesday, April 16, 2014 7:31 AM