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Derek

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  1. Laser App - Head of House info populate for spouse

    166 votes
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    15 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Derek supported this idea  · 

  2. Include Trusts in the Family Portfolio Value

    248 votes
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    24 comments  ·  Redtail CRM » Family  ·  Admin →
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    Derek commented  · 

    When you have a irrevocable trust as part of the family assets and you have linked that contact through "membership" being able to have the account balance and information pull through to the Portfolio Balance of the household members, and when in the lead house hold account having a link to that contact, like you do with family members

    Derek supported this idea  · 

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