Can I show a profile on contact summary page

Question

I would like to show membership details on the contact summary screen - type, status, start date - using the contact layout editor. I can create a profile for membership, but this isn't available to add, and membership fields can't be added to a block, it seems. As you can have multiple memberships for a contact I can see why it might be tricky. Is it possible to show membership info on the summary screen using the UI?

Answer 1

If you install the Extended Reports extension (available from in-app download), you can place Extended Reports as a block using Contact Layout Editor.

See the screenshot below - I'm using the "Extended Report - Membership Price Set Report" template to generate this report. Under the report's Display Options tab, I clicked Make available for contact summary page.

Answer 2

My old answer is still valid, but the preferred answer in 2022 is to use Search Kit and Form Builder. It's more flexible, and can be used to add almost any data to a block on the summary tab.

Setup

• Enable Search Kit and Form Builder in Administer menu » System Settings » Extensions.

Search Kit

• Go to Search menu » Search Kit.
• Press New Search at the top right.
• Set Search for to Contacts and add With (required) - Contact Memberships (screenshot item 1).
• Use the column Add button (item 2) to add the columns you'd like. Do not filter by contact ID at this time - though you may filter on other criteria in the Where section (item 3), e.g. for certain membership types only.
• Choose a name for this search (item 4) and press Save (item 5).
• Click the Display Add (item 6) and select a Table. From here you can customize the column names, add links to the memberships, etc. When you're done, press Save again (item 5).

Form Builder

• Go to Administer menu » Customize Data and Screens » Form Builder.
• Click on the Search Forms tab.
• Click New Search Form and select the search with the name you just saved, using the Table display.
• Add a block title, then check the Add to Contact Summary Page box, selecting as block.
• Select Filter on Contact and press Save.

You can now enter the Contact Layout Editor (you can add this under Add New in the Extensions screen if you don't have it already) and drop your new block into a summary tab.