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Laser App Software

Integration Name:

LaserApp

Integration Type:

Form Filling Software

Setting up the integration:

You'll first need to enable the Laser App 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'll need to click Settings under the Actions menu for Laser App Software:

 

 

You'd then see the below:

 

 

If "enterprise" is not currently listed as the version, select it by clicking inside this menu and then click Save.

Integration functionality:

If you use Laser App desktop software, you can send a client directly from Redtail to Laser App, rather than having to manually data enter their information within Laser App.  Note: if you send a Family Head to Laser App, it will also include much of their Spouse's information as well as information on other contacts linked to them via their Family section in Redtail.  That spousal and family data is listed at the bottom of the list below.  Note as well that Laser App offers an Anywhere version, for use on tablets and smartphones — you can learn more about that here.

Send an Individual to Laser App

To send an individual to Laser App, go to their Contact record and then click the Common Tasks menu at the top right of the page:

 

commontasks.jpg

 

If you click on this menu, you'll see the below options:

 

Click Send To Laser App.

After clicking the Send to Laser App link within a client's record, you'll see an Open/Save dialog:
 



Click Open. Laser App will then open up and your client will be in your list of Laser App contacts.

What data does Redtail include in this Send to LaserApp for an individual contact record?

 
If you Send to Laser App from a Family Head's record, in addition to the above data, the below data will be included in the send as well:
 
Spousal Information:
 
  • Client Salutation 
  • Client First Name 
  • Client Last Name 
  • Client Middle Name 
  • Client Employer Name 
  • Client SSN 
  • Client DOB 
  • Client Gender 
  • Client Cell Phone 
  • Client Home Phone  
  • Client Email  
  • Client Drivers License # 
  • Client Drivers License Jurisdiction  
  • Client Drivers License Expiration 
  • Client Drivers License Issue Date 
  • Client Green Card # 
  • Client Passport # 
  • Client Income 
  • Client Tax Bracket 
  • Joint Income — this combines the Client Income amounts for the Family Head and the Spouse
Family InformationNote: the below information will be sent for each contact listed in the Family Head's Family section, other than the spouse, who is covered above:
 
  • Client First Name 
  • Client Last Name 
  • Client Middle Name 
  • Client Employer Name 
  • Client SSN 
  • Client DOB 
  • Relationship to Family Head — Child, Grandchild or Other Dependent

Send contacts to Laser App in bulk

You also have the ability to export a file for multiple contacts from your Advanced Search page, which you can then save and import into Laser App.  After running your search and then selecting the contacts you want to include in the export, just click the Contact Options and select Exports:

 

laexp.jpg
 

In the resulting dialog, select Laser App:

After your file opens, just save it to a location on your machine that you can remember.  Note: Laser App requires a file extension of .lif for import into their software.  On older versions of Windows, you can just change the file extension of your export from .csv to .lif when saving and then follow Laser App's instructions for importing contact data.  If you use Windows 7, however, you'll need to take a few extra steps in order to change the file extension on your export from Redtail from .csv to .lif.  To do so:

1.  After saving and closing the file, open up your Windows Control Panel:

 

stcp.png

 

2.  Change your "View by:" setting to "Large icons":

 

largeicons.png

 

 

3.  Click Folder Options:

 

foldopt.png

 

4.  On the resulting Folder Options dialog, go to the View tab, uncheck "Hide extensions for known file types" and then click Apply:

 

hidext.png

 

5.  You can then go to the file you saved earlier, right-click it and select "Rename":

 

rename.png

 

6.  Then, you'll see the file name is editable:

 

edfn.png

 

7.  Just highlight "csv" and change it to "lif":

 

lif1.png

 

8. Click enter and you should see the file saved with the new .lif extension, which will now allow you to import it into Laser App.  See the attached file for a screenshot of the path to use within Laser App to import your file.


 

Note: For reference, the fields included when creating the Laser App export from the Advanced Search page (for a file to import in bulk to Laser App) are different than those when sending an individual.  The fields for the bulk export file are:

  • Client ID 
  • Client Salutation 
  • Client First Name 
  • Client Last Name 
  • Client Middle Initial 
  • Client Employer Name 
  • Client Occupation
  • Client Sex
  • Client SSN 
  • Client DOB 
  • Client Marital Status 
  • Client Citizenship
  • Client Country
  • Client Home Phone  
  • Client Street Address  
  • Client Apartment  
  • Client City  
  • Client State  
  • Client Zip Code  
  • Client Employer Address  
  • Client Employer Suite  
  • Client Employer City  
  • Client Employer State  
  • Client Employer Zip  
  • Client Employer Fax 
  • Client Employer Phone  
  • Client Employer Phone Ext  
  • Client Email  
  • Client Drivers License # 
  • Client Green Card # 
  • Client Income 
  • Client Tax Bracket 
  • Client Net Worth 
  • Client Liquid Assets 
If Family Heads are in this export, in addition to the above data, the below data about their spouses will be included in the export as well:
 
Spousal Information: 
  • Spouse First Name 
  • Spouse Last Name 
  • Spouse Middle Initial 
  • Spouse Employer Name 
  • Spouse Occupation
  • Spouse Sex
  • Spouse SSN 
  • Spouse DOB 
  • Spouse Drivers License # 
  • Spouse Green Card # 

LaserApp resources:

LaserApp Support

LaserApp Website

If you are looking for more Form Filling Software, click here! 

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