5

Allow the creation of Marketing Lists off different Entities

We keep all of our E-mail Address information in a separate custom entity. This allows us to track subscription per e-mail adddress, as well as keep track of which should be the primary, etc.
However, this prevents us from using many of the Marketing features in CRM because we cannot use ...

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1 Comments

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Category: Lists and Campaign (91)

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Needs Votes
5

CRM- Allow to add file attachments to email campaigns

It's possible to define attachments in an EMail-template to distribute EMails with attachments. But if I don't have a template, i can't choose attachments to distribute with.

The possibility to distribute campaign activities with EMail-attachments would be nice.

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
5

Allow mixted marketing list

Allow a marketing list which inlcudes contacts AND accounts

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
5

Send Email (with attachment) to Marketing Lists

When trying to make a quick campaign or campaign that will send an e-mail, I am not able to add an attachment to the e-mail. Attachments are not allowed until you save the e-mail, but there is no "save" button, only continue. This needs to be added. The workaround was to make an e-mail templat...

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
5

Allow filter in advanced views "Member of" a Dynamic Marketing List

If you use the advanced views you can filter with a condition to know wich records are in in a Marketing List, but it only works with statics Lists, and with the Dynamic views it doesn't work.

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
4

Please provide the solution to change the name of 'Targeted At' field in marketing list

When we changed the name of the Account for example, 'Targeted At' field in marketing list must be reflected as well. It will be great to have this function to be added.

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
4

Should add ability to see what Dynamic Marketing Lists a Contact, Lead or Account is a member of.

Microsoft should add ability to see what Dynamic Marketing Lists a Contact, Lead or Account is a member of. Right now, it's only possible to see what Static Marketing Lists a record is a member of.

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
4

Allow to Change Campaign Currency

The campaign's Currency can not be changed after saved.

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2 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
4

Send Email (with attachment) to Marketing Lists

When you create an Email Quick Campaign there is an attachments area, but you can only add attachments once the email is saved (which in this case means once the emails have been sent).

There should be an easy way (other than using templates) to add attachments to emails. As neither...

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
4

Can't view associated dynamic marketing lists from a contact

Dynamic marketing lists add members based on advanced find view filter criteria. When you look at list members from the marketing list record, you see those contacts or leads. However, when you open a contact that is listed as a member of that list, and look at the contact's associated marketi...

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes