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1. Laserapp - Memberships

   460 votes

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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!

   Stewart supported this idea  ·  October 22, 2013
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   Stewart commented  ·  October 22, 2013  ·  Delete…

   This is definitely a flaw. We created a separate Trust contact and related the Trust to the original contact in two ways: 1.) through the membership feature 2.) creating the Trust under the contact "relationships" feature. This is still inadequate because it does not relay this info with the Laser App integration. Also, most "trust" assets should be householded under the original contact's asset profile

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2. Include Trusts in the Family Portfolio Value

   251 votes

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   24 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Stewart supported this idea  ·  October 22, 2013
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   Stewart commented  ·  October 22, 2013  ·  Delete…

   This is definitely a flaw. We created a separate Trust contact and related the Trust to the original contact in two ways: 1.) through the membership feature 2.) creating the Trust under the contact "relationships" feature. This is still inadequate because it does not relay this info with the Laser App integration. Also, most "trust" assets should be householded under the original contact's asset profile

   Save Submitting...
   An error occurred while saving the comment
   Stewart commented  ·  October 22, 2013  ·  Delete…

   This is definitely a flaw. We created a separate Trust contact and related the Trust to the original contact in two ways: 1.) through the membership feature 2.) creating the Trust under the contact "relationships" feature. This is still inadequate because it does not relay this info with the Laser App integration. Also, most "trust" assets should be householded under the original contact's asset profile.

   Save Submitting...