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Crm 2011: having contacts and lead in one marketing list... RRS feed

  • Question

  • Hi All,

    I have strong requirement to have lead and contact type of records in one list.

    I am calling Members (contacts) and Non-Members (lead) in one program and marking their attendance and other things from one window... Problem is I cannot keep them togather...

    Any solution will be highly appreciable..

    Regards,


    Hassan

    Sunday, January 5, 2014 11:34 PM

All replies

  • Hello,

    This is unfortunately impossible.


    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog

    Monday, January 6, 2014 12:47 PM
    Moderator
  • There are a few ways you could do this:  

    1. The fastest way would be to use a Queue.  
    2. Next easiest would be an SSRS report that had drill-through links.
    3. Custom development would give the most control - you could develop a JScript + HTML solution in WebResources.
    4. One other option would be to create a custom Activity and use the Regarding field to link to the Contacts and Leads.


    Monday, January 6, 2014 1:43 PM