Setting up the integration:
In order to set this up, you will need to go to enable the Laser App Software integration within your database. Instructions for enabling integrations can be found here.
Then, from the Manage Integrations page where the integration was just enabled, you will need to click Settings under the Actions menu for Laser App Software:
You'll then see the below:
Enter your Laser App username and password, choose "anywhere" from the Version box and click Save.
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 Integrations Menu:
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.
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 and access LA's forms from those devices.
LaserApp Anywhere resources:
If you are looking for more Form Filling Software, click here!