Regarding the Employer information on the contact page; currently when I add the employer to the contact, the edit delete button does not sh
Memberships, Contacts & Employer: Regarding the Employer information on the contact (Individual) page; currently when I add the employer to the contact (Individual), then go to view it under the Employer Memberships, the edit delete button DOES NOT show up next to the Contact (Individual). If I DO NOT add the employer to the Contact (Individual), when I go to the Membership under the Employer, the Edit Delete button shows up, but I DO NOT see the Employer from the Contact (Individual) view. Can you please address this issue so we are able to view the employer information from the contact (Individual) view and have the Edit Delete button next to the Contact (Individual) from the Employer Memberships view? This is very frustrating.....Please help!
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Yes, this is a very frustrating. We use this for simple plans and 401k plans and to not be able to edit and add a participant as a former employee is VERY FRUSTRATING! You make is super easy to add that information from the contact, however, that isn't useful if you can't edit that information from the membership screen. It is double the work to add the contact, NOT put the employer info in, but then to have to go to the employer and create the membership.
This would be VERY helpful if corrected.