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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Segments - Members Tab
Customer experience | Sales, Customer Insights,...
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Segments - Members Tab

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Posted on by Fatouma 210

Hello,

Is it possible to modify this view in the members tab?

pastedimage1616418781092v1.png

Regards,

Fa

  • VictorKL1 Profile Picture
    VictorKL1 on at
    Segments - Members Tab
    Thank you for your answers.
    does anyone know how to replicate this update for the realtime marketing ?  
     
  • Gemma2020 Profile Picture
    Gemma2020 155 on at
    RE: Segments - Members Tab

    Hi Nya

    We tried this but some columns are greyed out when we try to filter in the segment. Is there something we need to update?

    Thanks

  • Verified answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Segments - Members Tab

    Hi Fa.

    The view for the members of a segment can be customized from the view called “Segment members” in Contact entity.

    1. Go to Advanced Settings > Settings > Customizations > Customize the system.

     pastedimage1616468874501v1.png

    1. Expand the list of entities and expand the Contact entity. Click the Views of Contact entity. Find the view “Segment members”.

     pastedimage1616468887796v2.png

    1. Edit the view. For example, add a column “Gender” into it.

     pastedimage1616468898892v3.png

    1. Save and close the view. Then publish all customizations.

     pastedimage1616468909331v4.png

    1. You’ll see the modification of the view after refreshing the page.

     pastedimage1616468916034v5.png

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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