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View and Edit Contact Details from Segment List

0 Votes

It would be great to be able to access contact details from a segment I've created. Segments help me break down lists. The contact list has the ellipses for accessing the contact details when you look at it. If that same ellipses was offered on the segment contacts, I could much more easily review my contacts and get rid of bs emails. As it currently is, I have to look at the segment list, move back to contacts, search that contact, then edit them, then move back to segment list to see which is my next one to work on. 

7 Comments
TravisA50
Participant
Great tool. One thing that would be nice if i could edit the contact right from the review segment page.
Frankie_P
Moderator
Status changed to: Open Questions

Hi @TravisA50 what are you looking to edit on your contacts? How would you want this edit feature to be available on your segments page?

Frankie_P
Moderator
Status changed to: Open Questions

Hi @SandraH3175 thanks for sharing this feedback with us! How would you want to view your contact's details from a segment? What steps would you expect to take?

SandraH3175
Occasional Participant

Hi @Frankie_P 

In the screenshot below you can see how when you click into a list of contacts, there are three dots on the far right side of the name (Ana Carla). You can click those dots and then enter into that contact's information. It would be great to do the same thing with segments. Where when you click into a segment that you have created and you see the list of contacts, you could then click on the three dots to the right of the name, directly into a person (Wanjin Cai) on that segment's contact information to edit it. ACM List of Segment.JPG

 
SandraH3175
Occasional Participant

ACM List of Contacts.JPG

Frankie_P
Moderator
Status changed to: Voting Open

Hi @SandraH3175 thanks for following up with these examples! We are opening this idea up so other users can weigh in as well.

TeresaL
Regular Participant
It would be ideal to EDIT the pulled list vs. exporting to Excel. EG, if you want to type in first names
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