My feedback

1 result found

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

   428 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   22 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   An error occurred while saving the comment
   Chris Zillman commented  ·  Apr 11, 2017  ·  Delete…

   On the previous version of Redtail, there was a membership box that was in a prominent position on a business profile. It was on the main page with other important boxes such as the contact card and contact details. This made it extremely easy to quickly see all employees linked to the business. I realize it only takes a couple clicks to pull up the membership box, but I think it should be front and center without having to navigate to it.

   Save Submitting...
   Chris Zillman supported this idea  ·  Apr 11, 2017