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Sara Ambrose

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  1. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Sara Ambrose commented  · 

    1) Memberships should be available in the left side panel without clicking more buttons
    2) Membership reports should show the Date Of Birth and current Age
    3) Memberships should be listed out as part of the "Personal Profile Form"

    Reason:
    When compiling an annual review for a client the memberships are very important. As we start talking about wealth transfer and legacy planning it is important to show who is family and what stage they are in in their current life.

    Sara Ambrose supported this idea  · 

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

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Sara Ambrose supported this idea  · 

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