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Sarah

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  1. 1,342 votes
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    Sarah commented  · 

    Yes, please address this issue - memberships and family tree is too confusing - we should be able to view all family members on one page regardless of whether or not they are children, adult, or clients.

    Sarah supported this idea  · 
  2. 210 votes
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  3. 97 votes
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  4. 325 votes
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  5. 38 votes
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  6. 729 votes
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  7. 143 votes
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  8. 235 votes
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  9. 841 votes
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  10. 174 votes
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  11. 246 votes
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    Sarah supported this idea  · 
  12. 146 votes
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    Sarah supported this idea  · 
  13. 24 votes
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    Sarah commented  · 

    I believe you can do this pretty easily using the advanced search tool. Click on Contacts - Advanced Search. Fill in the first box with 'contact keyword' - the second with 'keyword' and the third with 'equal to' and the fourth with the field you want to search - like rodeos. Then run the report and it will populate all clients that have that keyword. This obviously only works if you use keywords as clients interests. Hopefully that helps!

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