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  ·  Aug 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!

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