Question Status

Verified
HoustonBrooke asked a question on 6 Feb 2015 2:22 PM

I hope this is an easy question. I need to be able to see what marketing lists my contacts are associated with. In Leads, if you click the down arrow, you can click on Marketing List and see the ones they are associated with. That button is missing from my navigation ribbon. Is that normal?

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Verified Answer
Mahadeo Matre responded on 6 Feb 2015 3:08 PM

Hi...

In Default CRM navigation for contact it is not displayed.. you need to add it in contact navigation.

Go to Contact form customization. if you are administrator.. then you will see

Click on Form, then Contact form will be opened in customization mode.. 

Then select Navigation on Top

Then add Marketing list in your form navigation.. either by double clicking or dragging to left side navigation.

Save your form, and publish.. 

Then you will see marketing list for contact also.. 

Hope this will help..

Thanks, 

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Verified Answer
Chitrarasan Duraisamy responded on 6 Feb 2015 3:14 PM

You can add marketing list navigation link to the contact by customizing the main contact form.  Open the Main contact entity Form in the top select the "Navigation" and drag "Marketing Lists" to the left side in the navigation section and save publish the form . It will bring marketing list link in the tiles section.

Chitra


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HoustonBrooke responded on 6 Feb 2015 3:38 PM

Brill! It didn't even dawn on me that I could edit navigation from the form editor. Thanks!

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Verified Answer
Mahadeo Matre responded on 6 Feb 2015 3:08 PM

Hi...

In Default CRM navigation for contact it is not displayed.. you need to add it in contact navigation.

Go to Contact form customization. if you are administrator.. then you will see

Click on Form, then Contact form will be opened in customization mode.. 

Then select Navigation on Top

Then add Marketing list in your form navigation.. either by double clicking or dragging to left side navigation.

Save your form, and publish.. 

Then you will see marketing list for contact also.. 

Hope this will help..

Thanks, 

Reply
Verified Answer
Chitrarasan Duraisamy responded on 6 Feb 2015 3:14 PM

You can add marketing list navigation link to the contact by customizing the main contact form.  Open the Main contact entity Form in the top select the "Navigation" and drag "Marketing Lists" to the left side in the navigation section and save publish the form . It will bring marketing list link in the tiles section.

Chitra


Reply