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Adding Columns to Members List RRS feed

  • Question

  • Hi I've created a marketing list but would like to be able to view the members and customize what columns I see in the members section, I have tried going through the views for the marketing list entity and tried the associated views but neither of the usual options are available. Does anybody know how I can add columns to the members section of the marketing list.

    Thanks for the assistance
    Tuesday, December 2, 2008 8:00 AM

Answers

  • Probably too late for the original poster, but for reference this can be done as follows:

    1.       Open Advanced Find

    2.       Change Look for to Views

    3.       Select Name from the attribute list, criteria as Equals and value as All Members

    4.       Click Find, you should get three records; these are the views for each of the account, contact and lead entities.

    5.       Open each view and add columns to this view as you do normally by clicking the Add Columns and selecting the attribute you want in the view.

    6.       Publish all customisation or you can just publish the View entity(system entity).


    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk
    Wednesday, May 13, 2009 4:08 PM
    Moderator