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Marketing List Members View RRS feed

  • Question

  • Users want me to add company name (Parent Account.name) to the members view of Contact Marketing List(s).  Can't find that view.

    How does one do it?

    PS- Microsoft, what wisdom led you to decide that this wasn't the associated or, for that matter, any of the contact views?
    Tuesday, March 31, 2009 2:45 PM

Answers

  • There is a method of updating the marketing list from within CRM  - No SQL required. - http://blog.customereffective.com/blog/2008/07/can-we-modify-t.html and Here: http://blogs.msdn.com/crm/archive/2008/04/02/customize-marketing-list-list-member-view.aspx

    The basic steps (from the MSDN blog posting) are

    Step 1: Launch Advanced Find

    Step 2: When Advanced Find Dialog opens, change the “Look for” Combo box to be “Views”

    Step 3: Change the Select Option to “View”, “Equals”

    Step 4: Use the Lookup to find “All Members”. NOTE: You will see 3 “All Members” listed in your Lookup window, each one represents an Account, Contact, or Lead “All Members View”. For this example select all three. Optional, you can save your view query for future use.

    Step 5: Click Find on the Advanced Find Dialog and double Click on Each View to open.

    Step 6: When each View is Opened, Select the “Add Columns” button and a property list will appear. Choose a property from the list you want to have displayed as a column by check enabling the box next to the property, in this example I will be choosing the property “E-mail”. Exit the property dialog by clicking ‘OK’ after making your selection.

    Step 7: You are free to make other modifications to this View as well, such as column and sort order. Make your changes, Select “Save and Close”, and repeat (if desired) to the other “All Members” views returned by the Advanced Find Query.

    Step 8: Important! Publish these changes before they can become active. The saved view you modified will appear as an additional item (draft) until it is published and overwrites the existing View. Navigate in the system to ‘Settings’ -> ‘Customization’ -> ‘Customize Entities’. Under the menu Item “More Actions” Select “Publish All Customizations” or you can Use the “Publish” Button.


    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Tuesday, March 31, 2009 3:49 PM
    Moderator
  • Hi,

    Please take a look at the solution for CRM 3.0 and CRM 4.0 that I proposed here: http://social.microsoft.com/Forums/en-US/crmdevelopment/thread/dba22715-e2c9-47c0-bb7a-3ec0d692bec3/
    It should help you with customizing your marketing member list view.

    Regards,
    Kuba


    -- Kuba Skałbania, Netwise
    • Marked as answer by mardukes Tuesday, March 31, 2009 3:53 PM
    Tuesday, March 31, 2009 3:00 PM

All replies

  • Hi,

    Please take a look at the solution for CRM 3.0 and CRM 4.0 that I proposed here: http://social.microsoft.com/Forums/en-US/crmdevelopment/thread/dba22715-e2c9-47c0-bb7a-3ec0d692bec3/
    It should help you with customizing your marketing member list view.

    Regards,
    Kuba


    -- Kuba Skałbania, Netwise
    • Marked as answer by mardukes Tuesday, March 31, 2009 3:53 PM
    Tuesday, March 31, 2009 3:00 PM
  • There is a method of updating the marketing list from within CRM  - No SQL required. - http://blog.customereffective.com/blog/2008/07/can-we-modify-t.html and Here: http://blogs.msdn.com/crm/archive/2008/04/02/customize-marketing-list-list-member-view.aspx

    The basic steps (from the MSDN blog posting) are

    Step 1: Launch Advanced Find

    Step 2: When Advanced Find Dialog opens, change the “Look for” Combo box to be “Views”

    Step 3: Change the Select Option to “View”, “Equals”

    Step 4: Use the Lookup to find “All Members”. NOTE: You will see 3 “All Members” listed in your Lookup window, each one represents an Account, Contact, or Lead “All Members View”. For this example select all three. Optional, you can save your view query for future use.

    Step 5: Click Find on the Advanced Find Dialog and double Click on Each View to open.

    Step 6: When each View is Opened, Select the “Add Columns” button and a property list will appear. Choose a property from the list you want to have displayed as a column by check enabling the box next to the property, in this example I will be choosing the property “E-mail”. Exit the property dialog by clicking ‘OK’ after making your selection.

    Step 7: You are free to make other modifications to this View as well, such as column and sort order. Make your changes, Select “Save and Close”, and repeat (if desired) to the other “All Members” views returned by the Advanced Find Query.

    Step 8: Important! Publish these changes before they can become active. The saved view you modified will appear as an additional item (draft) until it is published and overwrites the existing View. Navigate in the system to ‘Settings’ -> ‘Customization’ -> ‘Customize Entities’. Under the menu Item “More Actions” Select “Publish All Customizations” or you can Use the “Publish” Button.


    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Tuesday, March 31, 2009 3:49 PM
    Moderator
  • Yes, I executed these steps and it seems to do the trick.

    Rhetorical passage: why is this so obtuse?  why aren't these views visable via the entity customization

    Alert to readers passage: I'm assuming these customizations are included in the import/export of the individual entities.
    Tuesday, March 31, 2009 3:53 PM
  • Mardukes,

    Noone knows why it is so :). In CRM 3.0 it was very hard to find the solution, in CRM 4.0 not so hard anymore - as you can see from what I mentioned and from what Scott described. In CRM 4.0 you can use Advanced Find without querying the db anymore :).

    Kind regards,
    Kuba
    -- Kuba Skałbania, Netwise
    Tuesday, March 31, 2009 6:00 PM