My feedback

1 result found

1. Laserapp - Memberships

   463 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   45 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   Anonymous commented  ·  Mar 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.

   Save Submitting...
   Anonymous supported this idea  ·  Mar 17, 2016