Laser App Anywhere

Laser App Anywhere is Laser App's cloud-based version of their product.  It offers advisors "freedom to access any form, from anywhere, at any time."  This means you can now send Redtail contacts to Laser App from your smartphone or tablet now and access LA's forms from those devices.

In order to set this up, you will need to go to the Integrations section of your Site Preferences within Redtail, select Laser App Anywhere, enter your Laser App credentials and then save that change:




You're then ready to begin using the integration.

Note: this integration is only for sending individual contacts to Laser App — to send contacts in bulk to Laser App, you would need to do so from a desktop or laptop.

So, if you're on an iPad, for example, and have set your Laser App Site Preferences to Anywhere, below is what you might see on a new tab if you sent a client named Mary Investor to Laser App from the Common Tasks area of her CRM Overview page:




You can then tap the Contact Data button to view the contact you just sent over from Redtail CRM:




If you're ready to search for a form to pre-fill with this contact's information that was sent over, just tap the Dashboard tab to go back to the previous screen, where you'll see a Search for Forms button.  Tap it:




You can then filter by Form Type and Vendor and locate the form you want to use with the client:




Once you see your desired form, just tap it and then tap the Open Form option that displays.

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