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When you are working with Marketing Lists in Dynamics CRM 2013 you may want think about additional functionalities such as adding columns to a marketing list members sub-grid, as opposed to simply out of the box Members sub-grid. This could be information like email, company name and more. Full Name and Business Phone are the only fields exposed out of the box.
It's simple to do; here's how!
Here you see the out of the box Marketing List form view. Let's go through the steps to add those columns!
1. Navigate to Settings > Customization.
2. Find the Contact Entity and click on Views > Contact List Members View.
3. Click on Add Columns to add any additional columns you want to surface. In this example email was added.
Viola! You have now surfaced additional information for your Marketing Members sub-grid.
Interested in learning more? Check out an overview of Marketing Lists in the PowerObjects CRM Book – hands down the best online Dynamics resource out there. Happy CRM'ing!
Be careful not to edit the form!
Unaware of the solution above, I opened the form and edited the selected view. No changed occured! It turns out Jscript overrules this and sets the "Contact" List Members View. Thinking that removing the field will offer a solution, will not help you. Jscript errors and not being able to select the "Contact" Members List View are the consequences.
I am trying to add columns to a marketing list. I go to manage columns I add them, "find" and the fields are there. When I close though the added fields disappear. Any thoughts?
Great article! The company name is not available to be added into member view for leads marketing lists, any idea why?
Thanks heaps.