5

Allow mixted marketing list

Allow a marketing list which inlcudes contacts AND accounts

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Category: Lists and Campaign (91)

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3

Reinstate functionality from v4 - feedback id: 424864

In v4 my colleague raised a request, feedback id: 424864 - CRM- Campaign Email Activitiy send FROM a queue which was taken on board and implemented in rollup 5, this was raised on behlf of our client who since then has used this functionality extensively.

They recently upgraded to 2...

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1 Comments

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Category: Lists and Campaign (91)

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Needs Votes
1

Quick Add

Please consider adding functionality that enables you to bulk create Campaign Responses, Custom Activities, Opportunities, Cases, and other record from Quick Campaign.

For example, I might query a list in Advanced Find and want to create opportunities for all of these records. In C...

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Category: Lists and Campaign (91)

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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)

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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)

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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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Category: Lists and Campaign (91)

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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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Category: Lists and Campaign (91)

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Needs Votes
2

Allow Custom Activity to be distribute in Express Campaigns and Activity Campaigns

If you create a new Activity Entity, it will be usefull to use them in Campaigns.

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1 Comments

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Category: Lists and Campaign (91)

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Needs Votes
3

New Process for eDM/Marketing Campaigns

I would very much like to see some new thinking in MSCRM's marketing section. In my opinion this is the weakest link in the product.

The process of creating campaigns, then add activities, marketing lists, and so on, until distribution, is perhaps a logical approach for phone or let...

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Category: Lists and Campaign (91)

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Needs Votes
2

Error in Dynamic Marketing List Members

When creating a dynamic marketing list and selecting fx all acounts with an open opportunity with opportunity product XX, then the members are returned more times.

An account is a member on the list for every opportunity product line.

This is an error, a member on a marke...

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2 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes