Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

"Copy Marketing List" function not working & intermittent issues with Marketing lists

  • 1.  "Copy Marketing List" function not working & intermittent issues with Marketing lists

    Posted 13 days ago

    Is anyone else experiencing any issues with Marketing lists?

    We are experiencing two issues at the moment (note I am a System Administrator so have full permissions): 

    1. The "Copy Marketing List" function does not appear to be working at all. Both lists are Static and targeted at Contacts. Once you click the 'Add' button, the Lookup Record window just closes and nothing happens, the Contacts aren't copied over to the second list. I've tried in Chrome, Internet Explorer and Microsoft Edge. See screenshot below for reference.

    2. The second issue appears to be intermittent. When adding Contacts to a Static Marketing list using an Advanced Find criteria, when you select the Contacts to be added to the list, only some of the selected Contacts are actually added. My colleague is experiencing this issue about once a day. I was able to replicate the issue once but not again.

    I wondered if anyone was able to replicate the first error or had their users flag any similar issues?

    #CustomerEngagement



    ------------------------------
    Isabel Coates
    Solutions Architect
    Queensland Performing Arts Centre
    ------------------------------


  • 2.  RE: "Copy Marketing List" function not working & intermittent issues with Marketing lists

    Posted 12 days ago
    I am experiencing these same issues. I have not tried to copy a list, but my selected individuals have not all been put on lists, I cannot add via manage members>add via lookup (only through advanced find), and I cannot view members if I click in to manage -- they're only visible in the preview screen, if that.

    ------------------------------
    Angela Blum
    Blue & Co., LLC
    Columbus OH
    ------------------------------



  • 3.  RE: "Copy Marketing List" function not working & intermittent issues with Marketing lists

    Posted 12 days ago
    Hello Isabel,

    We recently had similar issues with the Marketing lists and submitted them to Microsoft.  They advised us that these symptoms are a known bug with Marketing lists and they're working on a fix.  We were able to get one pushed to us early (just yesterday) before it's fully released.  I would recommend, if you are using these quite often, you put in a ticket and ask to have the fix pushed to you early as well.  Otherwise, they've advised it'll be fixed with the next minor release.

    Thanks,

    ------------------------------
    Nate Varney
    Sr. Software Developer (CRM focused)
    Universal Technical Institute (UTI)
    Scottsdale AZ
    ------------------------------



  • 4.  RE: "Copy Marketing List" function not working & intermittent issues with Marketing lists

    GOLD CONTRIBUTOR
    Posted 12 days ago
    Same issue was brought to our attention by a user yesterday and we are logging the issue with Microsoft.  Glad to hear we aren't the only ones.

    ------------------------------
    Shawn Hickey
    Burns & McDonnell
    Kansas City MO
    ------------------------------



  • 5.  RE: "Copy Marketing List" function not working & intermittent issues with Marketing lists

    Posted 12 days ago
    Edited by Isabel Coates 33 minutes ago
    Thank you everyone for your response. I'm logging a support ticket now.

    FYI, I managed to consistently replicate the below issues:
    1. Copy Marketing List button on Marketing List entity is not working. Marketing list is not getting copied and page is not getting refreshed after clicking copy marketing list button.
    2. When a user tries to add Contacts to a static Marketing list via the "Add using Lookup" function and then tries to add more than about 10 records as a selected record, nothing happens.
    3. When selecting Contacts from a list view in "Marketing List 1" and clicking 'Add to Another Marketing List', only the first Contact record in the list is added to "Marketing List 2".

    ------------------------------
    Isabel Coates
    Solutions Architect
    Queensland Performing Arts Centre
    ------------------------------



  • 6.  RE: "Copy Marketing List" function not working & intermittent issues with Marketing lists

    Posted 32 minutes ago

    FYI, an update from Microsoft on the three issues listed above: 

    1. The 'Copy Marketing List' issue is fixed and is expected to be released in our region on 10/11 (11th Oct.).
    2. They weren't able to replicate this issue, they're looking into it further. 
    3. The 'Add to another marketing list' issue is fixed and is expected to be released in our region on 10/4 (4th Oct.).


    ------------------------------
    Isabel Coates
    Solutions Architect
    Queensland Performing Arts Centre
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role