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How can we improve Redtail Technology's CRM?

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Search/Report for Memberships that are Unlinked to any Contact

I would like to be able to run a report of any memberships that are not linked to any contacts. We have so many that we just have to manually click on and check right now - I want to be able to remove memberships that are no longer linked to anyone.

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Jennifer shared this idea  ·   ·  Report…  ·  Admin →
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  • Stephanie Hagan commented  ·   ·  Report

    Any field in Redtail should be reportable and exportable from the user side

Redtail CRM: Memberships

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