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  1. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  2. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    239 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  3. Laserapp - Memberships

    460 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Anonymous commented  · 

    Please Have memberships sent to LaserApp too for TailWag, we need the family to be pulled through and lots of times we have the children as clients so have to list them under their parents as members, but they are still the beneficiaries for the parents and need them to sync iwth laser app. to populate on forms.

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