Viewing Contact Lists Card

The Lists that a Contact is a member of is available in the Lists card of the Contact Details page.

To View the Contact List Card:

1. Click on the Contacts tab.
2. Click on the Contact for whom you want to view the List Card.
3. If necessary, scroll down to the Relationship Card.
4. Optional: Use the drop down to change the view of the Lists to which the Contact belongs.
5. Optional: Click View All to view the Lists tab.

Features:

• This card summarizes the Lists that a Contact belongs to by type. For example, Working Lists are available for the Contact pictured above. Click the menu at the top of the card to select which type of Lists to display. The name and a brief description of each List will be displayed, as well as the number of that type of Lists.
• The details of a Contact's Lists are available either by clicking VIEW ALL on the card or selecting Lists from the top menu on the Contact Details screen. Clicking the name of a List will lead to the screen displaying List membership.
• You can also remove contacts from Working Lists.