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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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   SARVEY CANELLA commented  ·  Feb 10, 2020  ·  Delete…

   Using memberships in the integration with Laser Apps would be beneficial. For example if I need to update beneficiaries on a form and a client has adult children they would not be listed as a dependent in the household so they do not show up in the list of choices to insert on the Laser Apps form. If all the clients memberships showed in the list we could chose any one to be a beneficiary.

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   SARVEY CANELLA supported this idea  ·  Feb 10, 2020