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1. Laserapp - Memberships

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   45 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   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!

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   Anonymous commented  ·  Feb 16, 2017  ·  Delete…

   On the integration with Lazerapp we need Redtail to push the children over. Currently Redtail only links the contact and spouse. Nearly every Lazerapp form we use we need to input children as contingent beneficiaries. Our last CRM did this with Lazerapp so it is certainly doable. Can you please add this to your feature requests? It would be a big time saver.

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   Anonymous supported this idea  ·  Feb 16, 2017