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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  ·  Aug 19, 2021  ·  Delete…

   I noticed comments going back to 2015. Having to add adult children through the Membership function by itself is not a big deal. However once you try to utilize a partner like Laserapp the inability to pull in adult family information to insert into beneficiary forms becomes a very big deal. A vast majority of my client's beneficiaries are adult children and having to enter them manually defeats the purpose of using a partner like Laserapp. Please consider making this function available.

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   Anonymous supported this idea  ·  Aug 19, 2021