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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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   Anne Shuford commented  ·  August 24, 2017  ·  Delete…

   Currently the dependent (spouse) information re: address is linked, not added. I would like to have it added so that if I am on my phone or adding in laserapp, the information from the vcard would show up. Currently it does not show up with only being linked. And it is a hassle to have to duplicate that address for the spouse when you've already entered it in for head of household.

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   Anne Shuford supported this idea  ·  August 24, 2017