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This is a discussion on Marketing List Security within the Microsoft CRM forums, part of the ERP category; Hi all, Here is the screnario I have: We are a publishing company and have created our first marketing list ...

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Old 01-17-2006, 01:23 PM
Scott
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Marketing List Security

Hi all,

Here is the screnario I have: We are a publishing company and have created
our first marketing list that will be used to send a promotional mailing of
one of our publications. We want to allow our sales reps the ability to add
customers (Accounts) to our mailing list. To do this we had to give their
role, Salesperson in this case, "Read" rights to allow them to see the
marketing list in the Look Up form when adding Accounts to the list. This is
fine, but giving a role Read rights on Marketing Lists also gives them full
rights to view the Marketing List Members. We don't want Salespersons to be
able to see who all the mailing is going out to - it's basically because we
don't publicly share circulation numbers and by opening a Marketing List and
viewing Marketing List Members, you are able to see the Total member number.

Is there any way to set up a role that allows for adding members to a
Mailing List, but doesn't allow for view Marketing List Members? If not, is
there anyway to progrmatically address this issue thru the SDK?

Any help is appreciated. Thanks!
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