1

Quick Campaign cannot use Email Template in Firefox

In Firefox,

1. Create an Email Template for the Account entity
2. Create a quickcampaign, using the account entity
3. Select Email
4. Check Use Template, select the template
5. Error: the name of the template does not appear
6. Error: you can proceed to the ...

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Planned
October 2019
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
2

"Contact" unsubscribing from a "Marketing List" should only be unsubscribed from that "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 und...

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2 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
1

Member Count field counts inactives

The Member Count field in the Marketing Lists is including both active and inactive contacts. Therefore, the member count doesn't equal the list of members which would only have active contacts. This field shouldn't count inactives, or there should be another field added just for actives.

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
1

Select Marketing List Members on Multiple Advanced Find Pages

I am adding individual contacts to a marketing list from an advanced search. I check off contacts on the first page, but when I move to the second page the contacts from the first page become unchecked.

All checked contacts should remain checked regardless of which page a user navig...

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
10

Create a Campaign Response from an incoming Phone Call

Currently, a Campaign Response can only be created for a Phone Call that was distributed from a Campaign Activity. I would prefer that a Campaign Response could be created from any Phone Call.

Scenario: Prospect phones in - "Hello, I'm calling about XYZ mailshot / billboard that I s...

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
3

Make Reports available on Marketing List Members

Make Reports available on Marketing List Members so i can e.g use my Account Reports on the Marketing List Member Tabset

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
1

Reporting for Marketing Lists

When creating a report for contacts (or leads and accounts), we have the ability to select contacts from associated views and that would run a contact report on those contacts.

When working with Marketing lists, and looking at the at the Marketing Lists Members (when the member type...

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
50

Rich E-mail Template Editor

The CRM e-mail template editor is restricted to a few basic functions such as changing fonts, colours, bullets and text alignment. We need an editor that allows us to imbed image links, hyperlinks and other rich HTML formating, in order to create templates that can be adhere to corporate brand...

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2 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Completed
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