CRM

cod
Member

Hide select lists from the 'list membership' filter in contact search

SOLVE

At the moment, ALL lists show up in the 'list membership' filter when in in the Contact Search console. It would be helpful to narrow the list to avoid confusion for team members who aren't quite sure which list to choose. While we're doing some list cleanup, it's not enough. Ideas?

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Hide select lists from the 'list membership' filter in contact search

SOLVE

Hi @cod

 

It's not currently possible to hide certain lists from the various places that lists are searchable. Perhaps that is an idea for the idea forum. Meanwhile, the best solution I can offer is a simple naming convention. We typically use 'system' or 'admin' or 'DM' (for data management) for lists and assets that serve internal purposes. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Hide select lists from the 'list membership' filter in contact search

SOLVE

Hi @cod

 

It's not currently possible to hide certain lists from the various places that lists are searchable. Perhaps that is an idea for the idea forum. Meanwhile, the best solution I can offer is a simple naming convention. We typically use 'system' or 'admin' or 'DM' (for data management) for lists and assets that serve internal purposes. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Upvotes