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1. Laserapp - Memberships

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   45 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  March 17, 2016  ·  Delete…

   Clients with adult children that are not dependents are put into Redtail under Memberships. Memberships do not populate into laser apps so we have to manually write down the name, social security & birthdates in order to input it manually into the application within Laser Apps. This is very time consuming & easy to make errors.

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   Anonymous supported this idea  ·  March 17, 2016