Memberships - Titles, Phone #s and email
When viewing the memberships of businesses and our plan clients it would be helpful if we could see their title, phone number and email on the membership screen instead of having to click on each member....or maybe just a pop up box with the same info when you roll over the name. Thanks.
19
votes
Anonymous
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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Carol Rhines
commented
It would also be helpful if we could download the memberships ( with all their contact info) into a spreadsheet.
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Cathy commented
Would love for the individual membership report to include contact information, as well as the names and relationships.