Tracking Campaign Activities

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I am trying to view campaign activities on the leads that have been contacted through the campaign. I have set up a campaign to phone a marketing list with Test Lead 1 and Test Lead 2 as the members. I have distributed the campaign activities and would have thought that when I viewed Test Lead 1 that the Activity would appear on the Lead page which it didn't. I added a subgrid onto the Lead page and entered the following options -

Records: Only related records

Entity: Activities (Regarding)

Default View: All Activities

When I view Test Lead 1 now the new grid is still blank. However if I click on the icon above the link that displays the records associated with the view then the Campaign Activity appears. Is there a way for these records to display on the Lead page without clicking into the grid details.

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Mamatha Swamy 5,426 on at

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Brian,

When you select Activities(Regarding) in the sub-grid, CRM will get all activities where the 'regarding' field is this contact. However, campaign activities are related (regarding) to MarketingList not contact so those are not shown in the sub-grid.

Associated view is different from Sub-grid, they are fileted for this particular record (contact). Refer to the post below for the approach on how you can filter sub-grid

social.microsoft.com/.../associated-views-and-deep-queries

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Thanks Mamatha

I will try out the suggested approach and get back to you with the results. Just in case I am on the wrong track - I would have thought that if you are running campaign and sending emails to a list of Leads that you would be able to see those Activities with the Lead without having to write javascript etc. Am I missing something or am I going about the Campaigns the wrong way

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Mamatha Swamy 5,426 on at

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Brian,

Two things here...

1. Being able to see the emails distributed by a campaign in a lead record. CRM Shows this OOB in the associated view.

2. Where exactly you want to see them (on form as sub-grid OR as associated records)?

As suggested earlier, sub-grids do not show the details as in associated view. You would need some coding to achieve the desired functionality.

Hope this helps!

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Thanks for your help Mamatha. The associated views will do the trick for the moment. I had checked these previously but because of the default view they had been blank.

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