Marketing List - Adding Job Title to the Members View for Dynamic Lists

(0) Share

Report

Posted on by john_d_c

I have some static marketing lists and some dynamic marketing lists for leads.

The static lists display a job title in the view of members, the dynamic lists do not. How do I add the job title column to the view for the dynamic lists?

Thank you.

Dynamics 365 CRM

I have the same question (0)

All responses (2)

Answers (1)

Verified answer

Leah Ju Microsoft Employee on at

Like (0)

Report

Hi john_d_c,

Member view uses the views of each entity defined in Marketing List type.

If your Marketing List has type = Lead, then you can edit the 'All Leads' view, which is the default one.

Go to Settings > Customizations > Customize the system > Entities > Lead > All Lead to add one column you need.

After adding it, it will show in the member view, whether dynamic or static

Was this reply helpful? Yes No
john_d_c 10 on at

Like (0)

Report

Thanks so much for your help!

I understood what you were saying but I realised that I had not been publishing the customisations properly. All is now sorted. Thank you!

Was this reply helpful? Yes No