web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

where do I change the form Maketng list members

(0) ShareShare
ReportReport
Posted on by

I want to change the view when you go into a marketing list and the form comes up marketing list members

cannot seem to find the correct form / view to change

 

thanks

*This post is locked for comments

I have the same question (0)
  • Inogic Profile Picture
    748 on at

    Hi Scott,

    The views, which shown for the List Members are the Non editable view. Hence you cannot see this view at any entity forms. But there are another approch to edit this view.

    Please follow the below steps to edit this view.

    1. Go to Advanced Find and open new window.

    2. Choose Look For Option = "Views"

    3. Create a Query with 'View' 'Equals' and with the lookup select "Active Members" "Inactive Members" and "All Members" There will be 3 of each view (account, contact, lead).

    4. Click Find.

    5. Open a view, customize by adding or removing a column of your choice, Save and close.

    6. Now Navigate to Customizations and from the 'More Actions' menu select 'Publish all customizations'.

    7. The marketing list members view for that particular entity has been customized.

    Note: Save your view query so you don't have to do all steps again.

     Thanks!

    Sam  

  • Scott Higgins Profile Picture
    on at

    thanks

    worked perfectly

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
JS-09031509-0 Profile Picture

JS-09031509-0 3

#2
AS-17030037-0 Profile Picture

AS-17030037-0 2

#2
Mark Eckert Profile Picture

Mark Eckert 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans