cancel
Showing results for 
Search instead for 
Did you mean: 

Build Estimate Button on Membership Screen

heeaaath
New Contributor

I use the follow up screen frequently to follow up on expiring/expired memberships. When I click on a line item, it directs me to the customers membership screen. I wish I didn't have to go back to the location/customer screen to build the estimate for renewal. Can we add a "Build Estimate" button of sorts on a customers membership page to make things more efficient? 

0 REPLIES 0