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Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Display quick campaigns on the Contact card / Access campaign responce from the contact card

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Hi, I created a quick campaign. Now I want that if anybody is calling me I will search the contact and I could see whether this contact was part of the that campaign. But on the Contact card I can only see "Last campaign date" in Marketing but not the name of the campaign (I cannot even find Campaign name field when I tried to modify the Form of the contact).

And is there any way how I could create Campaign Responce directly from the Contact? Simply said, if some one calls me I want to search the contact by the name, if I found that this contact was part of the Quick campaign then I want to select the responce (like Interested, not interested etc.).

I am brand new to CRM Dynamics so it might be simple but I did not find it anywhere and not even on google.

Thank you very much of any tips how to handle this.

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  • Verified answer
    PS Profile Picture
    23,577 on at

    I would suggest you create a view (system or personal), to check that. Out of the Box its not available.

    Here's how you can do a Personal View:

    Go to advanced find>>Look for:Activities>>Second row: Activity type = Phone call +Appointment+Email++++>>Third row: Regarding (Quick Campaign)

    Click on edit column at the top, to see whatever columns you like

    Click on save and give your view a name

    0842.1.PNG

    Now whenever someone calls, you can switch to this view and check details.

    Let me know, if you would like to create a system view (system view is visible to everyone) and personal view would be visible only to u

  • Community Member Profile Picture
    on at

    Thank you Prashant, I will try to create the view. And would you have any tip on how to directly create Campaign responce when I am on the Contact? So that when the customer is calling and I have his Contact open that I could tell that he is calling in reaction to the quick campaign and select whether he was interested etc.

    Thanks a lot

    Jeza

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