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1. Display memberships on the front page of the contact record.

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   22 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   Megan Ward commented  ·  June 28, 2017  ·  Delete…

   We use this field for adult children/extended family, company ownership/business partners, as well as friends/family (for event planning-seating charts). I miss it terribly! :(

   Not only is it helpful to see on the front page, it also saved time switching between these members because the client name was a link to their page.

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   Megan Ward supported this idea  ·  June 28, 2017