In this webinar, our experts showcase a variety of demo use cases of how different components of the...
When you are working with Marketing Lists in Dynamics CRM 2013 you may want think about additional functionalities such as adding columns to a marketing list members sub-grid, as opposed to simply out of the box Members sub-grid. This could be information like email, company name and more. Full Name and Business Phone are the only fields exposed out of the box.
It's simple to do; here's how!
Here you see the out of the box Marketing List form view. Let's go through the steps to add those columns!
1. Navigate to Settings > Customization.
2. Find the Contact Entity and click on Views > Contact List Members View.
3. Click on Add Columns to add any additional columns you want to surface. In this example email was added.
Viola! You have now surfaced additional information for your Marketing Members sub-grid.