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I renamed Account entity to Boat entity. Is there a way to change the option set for the Marketing List member Type from Account to "Boat"?
I think you'll need code to do it.
It's not configurable in the user interface.
I would suspect that the label is stored in the SQL somewhere. If we can't change it using the CRM UI interface, I would think we should be able to go to the SQL table somewhere to change the label, right? provide we know which table to look for.
Just thinking out loud here.
I'm not a coder.
I'm almost certain my colleagues used Jscript on load of the form. That may or may not be the best way, but it did work.
Database changes aren't really recommended - so I think it'd be better to leave this to a coder to advise you further.
Will be interested in their responses.
What's interesting is this is just a label. I could tell my user to suck it up and just use the "Account" label and think "boat" ;).
The truth of the matter is it is an option set. The label is "Account" the Value is "1" .
Why can't we change the label since there is a value field for the developers to use?
I hope they did not hard code the script to look for the actual "Account" label, but use the value 1. If they do use the value, why locked down the label? just don't make sense to me.
Unfortunately there just are some things that are not configurable.
Raise it as a suggestion and send me a link (I'll vote for it). I have had several clients who would have liked this to be configurable (or more ideally automatically updated when the name of the OOTB Account, Contact or Lead entity was changed).
Marketing List is not as extensible as other core entities in CRM. A target list can either be an Account, Contact or a Lead. The product doesn't allow you to fiddle around with these values. Perhaps these values are used internally by the platform to run the queries (note that the indexes on these optionset values are actually the objecttypecode. Fiddling around with this may create issues with the working on the marketing module.
Any custom development may not yield the right results for you - say, even if JScript lets you change the labels on load, they are not committed to the DB, and hence you will still see the option 'Account' on the views and advanced find.
We cannot change the name in the Marketing List from Account to Boat, but you can use a workaround to achieve that.
1. Create a new field called marketing list type. This field will be an option set as the OOB Field.
2. Have three values Boat, Contact and Lead
3. Put this newly created field on the form and hide the OOB field.
4. Write an OnChange event function on the newly created field which will populated the hidden OOB Field with selected value.
This way, the you can see what you want and also can maintain the functionality of the system from breaking.
Hope that helps
It will read the translation of Account, Contact, and Lead in the Marketing List entities.
So, I believe that it can't be customized through the UI, but through the translation.
See this reference:
Or you can use this funtion concept to proceed it dynamically programmatically:
The field name = createdfromcode
Which we cannot just rename through the CRM UI, it does read from the translation.
Hope this helps.
Thanks you so much Aileen.
Mithilesh Kumar, excellent suggestion.
Everyone, thanks so much for all your answers.
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