When you create a marketing list in Microsoft Dynamics CRM, the list created will contain the typical fields required for a marketing list, such as name, address, city, state, and postal code. But what if you want to change the fields that appear in the view? What if you use a custom lookup field for Country, rather than the out of the box Address 1: Country field? What if you want to display address 2? The views used by marketing lists can be modified by a System Administrator.
- Launch Advanced find and search the View entity.
- Search for Name Contains “List Member View.”
Your search results should include at least three views: “Account List Members View,” “Contact List Members View,” and “Leads List Members View.” Keep in mind that a Marketing List may contain members from Accounts, Contacts, and Leads, so each member type has a separate view. If you wish to change the view for all member types, you will need to update each list member view.
Just double click the view from the search results, edit it, save it, and publish changes.