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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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   Benjamen Delp commented  ·  Jul 23, 2014  ·  Delete…

   Currently if we have two persons linked, only the head of household can have their address and phone number exported into excel or LaserApp. If we try to export the spouse who has their address linked from the head of household- that address and phone number info will not be exported. This is very frustrating!

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   Benjamen Delp supported this idea  ·  Jul 23, 2014