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?

  • 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.

enter image description here

  • 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
  • 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! Jul 27 '20 at 20:32
  • Thanks, Jon got this working!
    – Andy Clark
    Jul 29 '20 at 20:34

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