Tek-Tips is the largest IT community on the Internet today!

Members share and learn making Tek-Tips Forums the best source of peer-reviewed technical information on the Internet!

  • Congratulations wOOdy-Soft on being selected by the Tek-Tips community for having the most helpful posts in the forums last week. Way to Go!

Anyone know how to change it or where it is stored?

Status
Not open for further replies.

jymm

Programmer
Apr 11, 2002
707
US
We have a user that built a marketing list. Problem is that he did not include all the fields that might be needed (ex he included Name, Phone number & city, but no address info). We can not find any way to change the list to include other fields.

I went as far as to find the table where the list 'header' info (listBase) is stored and the member ids (listMemberBase), but can not find the table that is storing (what I imagine is xml schema) the 'which fields' to pull for which list.

Anyone either know how to add other fields to an existing Marketing list -or- know where they are storing things?
 
FOUND IT (whew)

Essentially all views are stored in one place - just that you can not edit them all through the panel - so the secret is finding YOUR GUID for the panel you want to change - in my case I wanted to change the 'All Memebers' view for the 'Marketing Lists'.

1. Go to SQL and get a new query.
2. Set the database corresponding to the MSCRM (Organization_Name_MSCRM),
3. Execute:
Code:
SELECT SavedQueryId 
FROM SavedQueryBase 
WHERE Name = 'All Members' AND 
      ReturnedTypeCode = 2
4. Open the URL:


NOTE:
You will need to change yyy to however you access CRM
Replace "{xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx}" with the "SavedQueryId" you get.

5. Edit and save the view.
6. Publish All Customizations.

Now there are 2 other 'All Members' views in the table (#1 & #4) that I do not know where they come from --- but I changed them a titch differently so that when we see the change we will know.

so - all is good and right in the CRM world again...
 
Status
Not open for further replies.

Part and Inventory Search

Sponsor

Back
Top