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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!

   Scott Schoen supported this idea  ·  June 22, 2017
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   Scott Schoen commented  ·  June 22, 2017  ·  Delete…

   100% agree. I have spoken with technical support members about this as well.

   Sometimes you want to call someone from "ABC Company". You should be able to quickly click on that company and without clicking "MORE" in the left column and then clicking memberships to see a list of employees, you should be able to click on "ABC Company" and see their employees RIGHT THERE on the main screen. Same with (as the original poster mentioned) family members that aren't spouses or dependents.

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