View - accounts - marketing list RRS feed

  • Question

  • Hi

    Is it possible to make a view with accounts where I can see what marketing list(s) they are a part of?

    Monday, May 18, 2015 11:01 AM

All replies

  • Probably the easiest way would be to make a report in CRM, that way you can run the report on selected accounts to see what marketing lists they belong to.

    The marketing lists have Many to Many relationship with accounts so you do not have a column or field for the view to show you in the list (Atleast not Out Of the Box). You might be able to do some magic by using Javascripts and overwriting the view.

    Halldór Jóhannsson

    Monday, May 18, 2015 1:38 PM