Andrea Bauter
My feedback
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166 votes
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Sometimes a spouse actually becomes a client. When this happens, there are forms to completed. When we try to "send to Laser App" from the spouse record, only their name gets transferred. There address and phone numbers don't get linked and we end up having to type all this info into Laser App manually. I know we can go through the primary contact record and change all the necessary fields to the spouse in the Laser App form, but that causes an opportunity to miss a necessary change. It would be beneficial to go directly from the spouse record in Redtail to Laser App.