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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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   Chris Zillman commented  ·  April 11, 2017  ·  Delete…

   On the previous version of Redtail, there was a membership box that was in a prominent position on a business profile. It was on the main page with other important boxes such as the contact card and contact details. This made it extremely easy to quickly see all employees linked to the business. I realize it only takes a couple clicks to pull up the membership box, but I think it should be front and center without having to navigate to it.

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   Chris Zillman supported this idea  ·  April 11, 2017