Display Multiple Memberships in NXT

Kimberly Mitchell

Hi,

Is there a way to show multiple memberships for one constituent in RE NXT?

We allow multiple memberships however, in NXT it is only showing the first one ever entered. Is there a way to show all memberships someone is assigned to?

Thank you. I am very new to RE NXT!

Keri Barnhart

Where are you looking to have the memberships displayed?


The Memberships tile towards the bottom of the constituent record should list all active memberships, and the users can move the tile to the top to see it without scrolling.


If I remember correctly, if the constituent has multiple memberships, the top of the record shows the first added AND still active membership. If the first added is lapsed/dropped and the second is active, it will show the active one. I always wished there was a way to set a priority so that certain memberships would take priority in that location, but was waiting to ask for that since there weren't plans to work on memberships for a while.

Kimberly Mitchell

Yes the tile at the bottom shows both active memberships. However, I was asking if there is a way to show both active memberships at the top right. It is showing only the first one that was added which is still an active membership but I would like all memberships that are active to show at the top. Just was wondering if that was possible. 

 

Keri Barnhart

There are a few other places that memberships appear in RE NXT, so I just wanted to verify with you where you were looking for them! I agree that limiting it to just one is frustrating.


Currently, memberships aren't receiving a lot of love in NXT. They're later in the roadmap for development, but will eventually be given more features in NXT. There are two Ideas you can vote on that can help bring attention to the need:


1. https://renxt.ideas.aha.io/ideas/RENXT-I-956 - show more than 1 membership in the constituent summary

2. https://renxt.ideas.aha.io/ideas/RENXT-I-3222 - define a hierarchy for primary membership in the admin settings


The first idea is just to be able to display more as primary. The second is to let us choose which one is primary, whether or not we can display more than 1.

Kimberly Mitchell

Great! Thank you!