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1. Laser App - Head of House info populate for spouse

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   15 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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   Tom commented  ·  Aug 7, 2013  ·  Delete…

   To get the wife's info to populate into LaserApp, send the husband's redtail record to LaserApp using the integration menu at the bottom right in Redtail, and then once in LaserApp, instead of 'individual', choose 'spouse' from the dropdown menu at the top of each form you want filled.

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