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Carl

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

    166 votes
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    15 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Carl commented  · 

    Would be great if they pulled membership relationships as well. For instance, a company cannot have family members, but has owners. Owner/board member/trustee information is not pulled to Laser App because memberships aren't included, only family.

    Also, employees are included in memberships. This would save so much time when we are creating 401k account applications, especially when we get a new corporate 401k client. We would be able to insert company info, owner/board member info, and the employee info easily if memberships were included in the pull.

    Carl supported this idea  · 

  2. Automations: Make the Know your Client Review Date a Trigger Event

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Carl supported this idea  · 

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