Update Laserapp Integration: Port maiden name and other applicable fields
Please allow for the maiden name to port over from Redtail to Laserapp forms... along with other fields as applicable. I've noticed the occupation field in the "basic" section of the contact record does not correlate with the occupation field in the "know your client" area and it will not port over to Laserapp appropriately.
7
votes
LaVonne Smith
shared this idea
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!