Currently, there is a card for “List memberships,” which you can add to a record view. This card, which is just for contact records, shows the number of lists the contact is a member of. Although you can view the Lists they are on by clicking the “manage” button, it brings you to a new page, which is not ideal. It would be better if it were all in the record view instead of having to leave the page you are on (aka a contact record) so that we can see all the information in one place and not have to go back and forth through different web pages.
TLDR: Please make it so that the “List memberships” card actually lists out and links to the Lists the contacts are members of instead of having to visit a new page to view them.
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Please make it so Lists and Workflows Contacts are members of are actually listed out and linked to on these cards instead of having to visit a new page to view them**
It would also be great if the links would open in new tabs.
There is a similar one for workflow memberships as well. Below is the snippet from the Knowledge Base article on record customization:
As a side note, I believe this is a little outdated because Manage list memberships is no longer there, it’s just “Manage” in the top right corner of the card.
List and workflow memberships
List and workflow memberships appear on the right sidebar of contact records. The record’s List memberships and Workflow memberships (Professional and Enterprise only) sections display the number of lists and workflows the contact is in.
- Click Manage list memberships to view all the lists the contact is part of. In the List memberships page, you can manage their registration to any private content.
- Click Manage workflow memberships to view all the workflows the contact was and is enrolled in. In the Workflow memberships page, you can enroll the contact in a workflow (Professional and Enterprise only).
