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Microsoft Dynamics CRM (Archived)

query to determine how many customer "categories" or "lists" that might have been or currently are assigned to a contact

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Hello,

Is there a query to determine how many customer "categories" or "lists" that might have been or currently are assigned to a contact?
For example, what if I wanted to know what CRM lists contacts have been on in the past but may no longer be part of, such as: Buyers, Cancelled, Upsells, Groups, Employees, Independent, etc
It would be like a category history list per contact.
Any ideas?
Thanks

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  • TomSmelser Profile Picture
    1,570 on at
    RE: query to determine how many customer "categories" or "lists" that might have been or currently are assigned to a contact

    If you are referring to marketing lists I don't think so. You could research audit logs. Going forward you could possibly create workflow to record a record to a history log of someone that is removed from a list.

  • Rod C Profile Picture
    on at
    RE: query to determine how many customer "categories" or "lists" that might have been or currently are assigned to a contact

    Thanks. I will check with the business users if this would be helpful.

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