2

Marketing List Manage Members button - not all features working as they should

Hi there,

I am using UR13 and created a few Contact Views in order to add these to a Marketing List. I created the Marketing List with Contact Type and then clicked the Manage Members button and used the "Use Advanced Find to add members", selected the view and clicked Find. When tr...

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
2

Cannot find the Option 'Email Via Mail Merge' from the Web Client while doing a Quick Campaign.

+go to a CRM web client and select a couple of records for a Quick Campaign for selected records.
+Name the quick campaign.
+Under the activity type we see the list of activities to be selected.
+But we don't see the Email VIA Mail Merge in the lists.

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
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)

STATUS DETAILS
Needs Votes
11

After application of UR12, Notes now show new owner / modified by instead of how it has worked previously (ANOTHER BUG)

Following RU12 the note creation date has been removed and it now just shows a modified date.

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2 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Declined
6

Click on "cancel" of email-mail-merge does send emails

If you do a mail-merge for sending bulk-emails, there will be a dialog for filling the subject and one where you can define if the mails should be tracked and if there should be an unsubscribe-link.
There is also a cancel-button, but when you hit this button, the mail-merge will not be c...

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Declined
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
1

Error on page when adding contact to marketing list

When adding a subgrid to the contact form that shows marketing list related to the contact the user gets an error on page when clicking on Add existing marketing list in the ribbon.
The same occurs if you try the same on account

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
7

Include Leads,Cccounts and Contacts at One Marketing List

we have to choose one of these options in a marketing list Account, contact and lead
Colud we add all of these types on a single markering list

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4 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
11

Add any mailable entity type to a marketing list

Currently MS added the option to make an entity mailable which was a step in the right direction. However, if custom entities can be created to send emails to, they should also be available for the marketing module.
Basically, you should really be able to add those custom entity types to ...

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
1

"Contact" record with field "donotsendmm" = "Do Not Send", should not appear, while adding, to a new Marketing List

Hi Team,

A Contact entity in CRM, has a field called as "Send Marketing Materials". The logical name of this field is "donotsendmm". It is a type "two option" field with values are "Send" and "Do Not Send".

This field is displayed in the Contact main form under the sectio...

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2 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Completed