Modify the Members View of a Marketing List

This post owes credit to Sylvia Malinga, who showed me the easier way to do this… A Marketing List can have members of type Account, Contact or Lead. The columns being displayed when selecting Members on the Marketing List are defined by 3 views for each of these Entities, however these views are not available for editing when customising the Entity. The 3 views are named:

  • Active Members
  • All Members
  • Inactive Members

To edit these views, go to Advanced Find and then select Views from the dropdown. Select on the Name field using a Contains operator with the value “Members”. You should see 9 views listed – a little trial and error will show you which is which… Once the changes are made to your liking, remember to Publish the underlying entity (Account, Contact or Lead).

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