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?
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Are you using Drupal. I 'think' you can add Views blocks via Contact Summary Layout Editor – petednz - fuzion♦ Jul 26 '20 at 20:23
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.
answered Jul 26 '20 at 14:34
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You'll have to explain that, please. I edited the question to add using the contact summary layout editor as maybe my question wasn't clear. – Andy Clark Jul 26 '20 at 14:47
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1@AndyClark Your question was perfectly clear; I forgot that this functionality is limited to Extended Reports. I've rewritten and fleshed out my answer, hope this does the trick! – Jon G - Megaphone Tech Jul 27 '20 at 20:32
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