Contents

Introduction Prerequisites Set Up Laser App Integration Integration Details Exported Data

 

Introduction

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The integration between Tamarac CRM and Laser App allows you to easily push data from Tamarac CRM to Laser App in a single step.

Tamarac CRM fully supports both Laser App's desktop version and their web version (Laser App Anywhere). Administrators at your firm can choose which version of Laser App each user connects to, allowing flexibility across your firm. The integration for Laser App Anywhere works the same as the desktop version, saving time with custodian form fill.

Prerequisites

For integration to work properly, the following prerequisites must be met:

• You must have either the desktop or the web version of Laser App installed on your computer with appropriate licenses and logins established.

• You must have access to Tamarac CRM.

• Anniversary must be populated in order for Spouse information to export to Laser App

If these requirements are met, your administrator can set your integration to the Laser App version you're using.

Set Up Laser App Integration

If Laser App integration has been enabled, users will see a Launch Laser App icon in the options menu at both the contact and financial account level. This icon will launch the Laser App version the administrator configured it for. If no integration has been enabled, there will be no Laser App icon.

Administrators can set the Laser App integration for each user so that they connect to either the desktop or the web version, or the integration can be disabled.

To set up Laser App integration for a user (if you have administrator rights), follow these steps:

1. On the Tamarac CRM Setup menu, click Security.

2. Click Users.

3. Click on a user and in the Laser App Setup list, select one of the following option:

• NoneDisables integration, and the Launch Laser App icon won’t show on the menu.

• Desktop The Launch Laser App icon launches the desktop version.

• Anywhere The Launch Laser App icon launches the web version.

Integration Details

When you click the Launch Laser App icon, Tamarac CRM will export the contact information associated with the Account or Financial Account to Laser App, following these rules:

Data Sent to Laser App	Rules for Export
Basic client information	Use the primary contact on the financial account, if available. Otherwise, use the financial account's household primary contact data, if available. If there is no primary contact defined on either the financial account or the financial account's household, no basic client information will be sent.
Basic spouse information	Use the basic spouse information from the secondary contact on the financial account if the basic client information is based on the financial account. Otherwise, use the basic spouse information from the secondary contact on the account if the basic client information is based on the account of the financial account. If no secondary contact is populated on the account or financial account, no basic spouse information will be sent.
Client address	Use Address1 or Address2 from the contact's associated account (depending on the Current Mailing Address identified) if a contact is identified for the basic spouse information.
For client and spouse employer	Use BusinessPhone and tam_Company to populate employer phone and company name if the company is on the contact form (for client or spouse) with the schema name tam_Company. No employer address fields will be sent. Otherwise, use phone, name and address information from the Employer entity to populate employer phone, company name, and address information if an Employer entity is specified on the contact.

Exported Data

Tamarac CRM Entity	Field	Laser App Field
Account	addressN_line1	ClientAddress
Account	addressN_line2	ClientApt
Account	addressN_city	ClientCity
Account	addressN_stateorprovince	ClientState
Account	addressN_postalcode	ClientZip
Account	addressN_country	ClientCountry SpouseCountry
Contact	If mobilephone exists on the form, then use mobilephone; otherwise, use telephone3	ClientCellPhon SpouseCellPhone
Contact	birthdate	ClientDOB SpouseDOB
Contact	tam_driverslicensenumber	ClientDrvLic SpouseDrvLic
Contact	tam_driverslicexpdate	ClientDrvLicEx SpouseDrvLicExp
Contact	emailaddress1	ClientEmail SpouseEmail
Contact	firstname	ClientFirstNam SpouseFirstName
Contact	middlename	ClientMI SpouseMI
Contact	lastname	ClientLastNam SpouseLastName
Contact	familystatuscode	ClientMaritalStatus
Contact	telephone2	ClientHomePhone
Contact	jobtitle	Client Occupation SpouseOccupation
Contact	tam_passportid	Client Passport SpousePassPort
Contact	tam_passportexpdate	ClientPPExp SpousePPExp
Contact	salutation	ClientSalutation SpouseSalutation
Contact	Gendercode	ClientSex SpouseSex
Contact	tam_ssn	ClientSSN SpouseSSN
Contact OR Employer	Contact.tam_company	ClientEmployerName
Financial Account	tam_finacialaccountid	Client_id
Financial Account	ownerid	AssignedRep