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Re: Viewing CDO Membership from the Contact Detail view in E10

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Hi Anu,

 

The E10 contact view definitely has more limitations than the E9 one, another one I liked from the E9 version was seeing Contact Group associations.  However, there is still a way to get to the old E9 view, but it takes a number of steps (listed below).

 

  1. Go to Program Builder and open a program
  2. On the first step, click the drop-down and click the "Add members to this step."
  3. Then select the "Contact search" option and click search.
  4. Type in the email address, and click "Preview Members".
  5. In the search results, click the drop-down carrot on the returning record and click "Edit this contact".

 

That will get you to the E9 view.  I know it's a lot of steps, but it's at least a functional method to get to the old view.

 

Cheers,

Ryan


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