Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

Remove members from a marketing listCan I do this task?This task requires permissions that are found in all default marketing security roles. More informationabout specific permissions and performing this task while offline: Marketing Permissions1. In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists.2. Open the marketing list from which you want to remove members.3. Under Details, click Marketing List Members.4. In the marketing list, select the records you want to remove:Select several records by pressing the CTRL key while you click each record.Select a sequence of records by clicking the first record that you want, and then press theSHIFT key while you select the last record that you want.Select all records on the page by selecting the Select/clear all records on this page checkbox at the top of the list.TipBy default, the Microsoft Dynamics CRM Web application displays 50 records per page. You can increasethe number of records displayed and thereby increase the number of records you can select at one time. Todisplay up to a maximum of 250 records per page:4. On the Tools menu, click Options.5. On the General tab, in the Records Per Page list, select the number of records to displayper page.6. Click OK.This changes the number of items that is displayed for all lists, which may slow response time when youswitch record types. Therefore, you might want to set it back to a smaller number when you are done withthis bulk action.On the Actions toolbar, click More Actions, and then click Remove from Marketing List.When the confirmation message appears, click OK.Click Save or Save and Close.Evaluate and remove members in a marketing listCan I do this task?This task requires permissions that are found in all default marketing security roles. More informationabout specific permissions and performing this task while offline: Marketing Permissions1. In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists.338 Microsoft Dynamics CRM 4.0 User’s Guide