Wealthbox is integrated with LaserApp Anywhere, allowing users to send client information to LaserApp with a single “Send To LaserApp Anywhere" click, making all client details available for easy form filling.
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Key Features
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One-Click Data Transfer: Send client details from Wealthbox to LaserApp Anywhere instantly with a single click, eliminating manual data entry.
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Seamless Form Filling: Automatically populate forms in LaserApp Anywhere using the synced Wealthbox contact information for faster, more accurate paperwork.
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Integrated Workflow: Launch LaserApp directly from Wealthbox contact profiles, keeping your workflow connected and efficient.
How to Enable the Integration
- Navigate to the three-dot menu on the upper right.
- Click "Applications".
- Scroll down to LaserApp Anywhere, Select "Settings".
- After enabling, you can choose “Send to > Laser App Anywhere” while on contact profile pages in Wealthbox. This will open LaserApp in a new tab and populate the contact details from Wealthbox.
Troubleshooting & FAQs
Q: What client information is sent to LaserApp Anywhere?
A: The integration transfers all available contact details from Wealthbox to LaserApp Anywhere to pre-fill forms and reduce manual entry.
Q: Can I customize which fields are sent to LaserApp?
A: No, the integration automatically sends all standard client details from Wealthbox to LaserApp. Any additional customization must be done within LaserApp after the data is transferred.
Q: Where can I access the “Send To LaserApp Anywhere” option?
A: Once the integration is enabled, it will appear in the "Send To" dropdown menu on the contact record in Wealthbox.