The Membership Info column in the Member Directory page can be configured to show the public notes on the products and services assigned to the account.
- The note class for the details to be shown is configured in the MBD configuration > Member Details/Profile Editor tab under the Note Classes section.
- The products and services must have the appropriate designation as set in the General tab of the MBD configuration, they must be selected in the General tab to show accounts with those products and services, they must be selected in the Products/Services section in the Member Details/Profile Editor tab, and the Show Products/Services checkbox must be enabled.
- Once this is configured, edit the desired account, add the relevant products and services to the account, and then right click on each of the products and services and select Add Note. Ensure that the note is using the correct note class and has a sensitivity of Public.
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