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  1. Laserapp - Memberships

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

    Have LaserApp pull GAI from Financials instead of Professional Contacts..... as one would assume it would...

    Also, fix it so you don't have to enter the occupation twice. If you don't put the occupation in the in header (under the name) it won't pull over into laserapp. Have that auto fill from the professional contacts or vice versa.

  2. Need a spot to add beneficiary info without creating beneficiary as a contact.

    205 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous supported this idea  · 

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