Search result columns

[monicama]

It would be super helpful to be able to see at a glance whether a client has an active maintenance agreement when search results generate. For example, if your searching for a client with the name "Smith", the columns that come up are Name/Phone/Email/Address/Balance. I think if they added a column for Agreements and show whether they are active or not, it would minimize a lot of further clicking around. 

[monicama]

Yes, I see that. I'm just thinking to see a list at a glance so if I'm looking to send an agreement to someone, I can see from the search page whether I need to click into the customer page and move forward. More so to accomplish a list in bulk. I have a ton of reports I run for this also. I think it would be time saving. 

[reneem]

If you search Smith on the call screen it would show you memberships by tagging the location, but it depends all that you are looking for in one search!

[RandiThompson]

This would be helpful, post it as an Idea in the Ideas tab on the top right, then come back and post the ID number so people can upvote it!!