Membership
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.
Lauren Wood
shared this idea
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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Anonymous
commented
Agreed! Can you also please alphabetize the memebership dropdown list? Save us some time searching.
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Anonymous
commented
This would be great - Memberships should show up on that page with the dependent family. Clients have brothers and sisters and other family members that are not dependent. IT would be much easier to have ALL related people show up in one location.