Rather than having to create a Membership relationship between a contact and the referrer, this should automatically be created based on the Referred By field in the Contact Details. There's no reason to create extra work for users...

I use Memberships all of the time and it is frustrating that it is hidden in the menu on the contact page. Could it be added as an option in the common tasks short cut?

Currently, I am in the process of hiring a new assistant. It would be nice if I could limit the time of day my outgoing assistant has access to the data base without having to manually enable/disable her access. This would also help for practices with multiple users who have employee turnover. Limiting the time to certain hours of the day, such as 8-5 could help with security concerns.

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Need to be able to search by membership code.

Currently there is only a report that can be run. From the report, a bulk action cannot be performed.

If we can perform a search, then we can use a bulk action on the results.

My request is:
Ability to perform a search on a membership code.

It would be great if when you create a Professional Relationship it would also automatically create a Membership between the individuals and/or firms. Ideally it would work the other ways as well - if you create a membership with the type being the same as a Professional Relationship then that would appear under the Professional Relationship tab. This would make it much easier to be able to go to a Professional (i.e., CPA) and see who all their clients are, etc.

Immediately you would see who is related to who etc. without being under the same family name. i just should more noticeable.

Why does there need to be "default" membership codes. it make it confusing and cumbersome, please allow for the entire list to be customized.

Currently, employer is automatically added to Memberships when added to Basic Info. When the employer is removed from Basic Info, the Membership is also removed.

The Membership should remain, but the relationship should change to Former Employer and Former Employee.

It makes sense to keep a record of this information without manually entering the information after the fact.

Add Status (and Category) columns to Membership (pdf) report so it is complete and same as Memberships tab. For instance, if a member is deceased this is not evident by the report.

It would be nice if under Memberships, All Family are lumped together and then all other memberships are lumped together. This would be very helpful in making the report cleaner.

We have multi-generational clients who are head of households as well as beneficiaries of their parent AND aunts/uncles.

Rename Memberships to Relationships. The definition of membership doesn't seem appropriate "the state of being a member, as of a society or club". Relationship is defined as "a connection, association, or involvement" which makes more sense. Many individuals new to Redtail get confuse by this.

If a couple is "married" and you go to add kids, grandchildren, etc, it would be nice if we could have an option to link to spouse.....(but then still be able to manipulate it on the spouse's side if need be)

Allow me to add a membership the way I would add a spouse under a family-if the contact doesn't already exist, allow me to create it from that drop down. Currently, if the contact does not exist, I need to leave the page, go create a contact and then add it to membership. There are SO many steps-please work to alleviate steps in all processes.

Under Membership, the Employer/Employee can we instead have the Linked Contact be their Job Title? This way my Wholesalers are listed as such under membership instead of just being an Employee.