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Lyn Udy

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Microsoft Dynamics CRM - Marketing List

Please I need help with Marketing List that has already been build but doesn't include the email accounts of the marketing list members. Is there a way of pulling a marketing list into advanced find to edit columns and pull in email accounts? or what what can I do this?
Thanks!
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Feridun Kadir
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A CRM marketing list contains leads, accounts or contacts. When you run campaigns or quick campaigns using the marketing list, the e-mail address field on the lead, account or contact is automatically used. YOu don't need to add in the e-mail field.

Or did you mean something else?
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Lyn Udy

ASKER

Hi Feridun, i used look-up to add members to the marketing list which doesn't pull email address. Is there a way I can customize the look-up search to include email address on the return records?
Thanks for helping me
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Feridun Kadir
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Yes, you can customize all views to show additional columns in the ustomizaton area. If you need more help with this please let me know if you are using CRM 4 or 2011.
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Lyn Udy

ASKER

Yes please I need more help. I'm using CRM 4.0.
Thanks
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Lyn Udy

ASKER

What I did was I clicked on Manage Members and selected use advanced find to evaluate members. from there i added the the email column. This worked as I was able to pull the email addresses of the contacts. But I would rather have it all set up or customized so that the email can be pulled when contacts are added using the look-up option.

I hope I'm making sense.

Thanks
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Feridun Kadir
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Lyn Udy

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Thanks Feridun. Yea there's email already for Accounts look-up. But I'm trying to customize the 'Marketing List'. If i select look-up view for Marketing List, email isn't there and when I clicked on add view columns, email is not even listed as one of the options to select. I clicked the record type arrow to see if I could select Contacts, but that is not part of the option as well. I don't know so
Thanks!
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Feridun Kadir
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Marketing Lists do not have e-mail addresses so you can't add e-mail address in the lookup view.

Are you trying to add an e-mail address to a marketing list? That isn't possible. In CRM, marketing lists are not distribution lists.
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Lyn Udy

ASKER

Ok. Thanks for helping me. I used some of your suggestions and they helped. Thanks!