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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  ·  August 17, 2016  ·  Delete…

   When you have clients that have adult children who also have accounts with you, you are not able to use lazer app to populate the beneficiary section. For example: Mom has an IRA and wants her adult children to be contingent beneficiaries. you have to type all of their information in, because redtail has no way of connecting them to the mother so Lazer App can see them. totally bogus Smartoffice has them beat by a mile in this department!

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   Anonymous supported this idea  ·  August 17, 2016