memberships
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.
Sandy Cordell
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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DonnaE
commented
I agree - Memberships is not a good term for this section. Relationships is much better and I think it will be used more by everyone. Also, this should be higher on the list in the left-hand column and, even better, on the main contact page.
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Ryan
commented
Also make this section much more user friendly and available to have on the contact record dashboard page, or at least higher on the list in the left hand column rather than under the "more"
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Kristen Crouthamel
commented
YES PLEASE. Relationships for sure. And allow us to be able to put that where we want it on the left-handed navigation bar under Contacts. I use that a lot to see connections, or all employees of a certain company, etc.
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Jeanne Berger
commented
My advisor is concerned with the connections I am creating under memberships. The term "Memberships" means something different to her as an advisor. I suggest changing the name "Memberships" to "Connections".