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Eden Bowen

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  1. Display memberships on the front page of the contact record.

    428 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Eden Bowen commented  · 

    Make memberships more visible. Either move them up above the collapsible panel or create a separate tab up by the family name to display memberships. Also rename them to relationships.

    Eden Bowen supported this idea  · 

  2. memberships

    127 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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