Financial Planning Consultants


Laser App and Practice Builder Fields

 

Laser App Field

Practice Builder Client/Prospect Field

Client Name

Full Name

Client First Name

First Name

Client Mi

Middle Name (First Character)

Client Last Name/Co.

Last Name

Client DOB

Birth Date

Client Sex

Gender

Client SSN

ID or SS #

Client Marital Status

Marital

Client Email

Personal E-mail

Client Home Phone

Home

Client Cell Phone

Mobile

Client Salutation

Letter Salutation

Client Address

Primary Address Line #1

Client Apt./P.O. Box #

Primary Address Box/Apt. #

Client City

Primary Address City

Client State

Primary Address State

Client Zip

Primary Address Postal/ZIP Code

Client Country

Primary Address Country

Client Legal Address

  • Primary Address
  • Secondary Address
  • Business Address
  • Spouse/Other Business Address

Send Mail to

  • Primary Residence
  • Secondary Residence
  • Client/Prospect Business
  • Spouse/Other Business

Client Occupation

Job Title

Employer

Business Name

Employer Address

Business Address Line #1

Employer Suite/P.O.

Business Address Line #2

Employer Address City

Business Address City

Employer State

Business Address State

Employer Zip

Business Address Postal/ZIP Code

Employer Phone

Business Phone

Employer Phone Ext.

Business Phone Extension

Employer Fax

Business Fax

Company Name

Business Name

Company Address

Business Address Line #1

Company Suite.

Business Address Line #2

Company City

Business Address City

Company State

Business Address State

Company Zip

Business Address Postal/ZIP Code

Company Contact

Full Name

Company Phone

Business Phone

Company Phone Ext.

Business Phone Extension

Company Fax

Business Fax

Company Email

Business E-mail

 

 

Laser App Field

Practice Builder Spouse/Other Field

Spouse First Name

First Name

Spouse Mi

Middle Name (First Character)

Spouse Last Name

Last Name

Spouse DOB

Birth Date

Spouse Sex

Gender

Spouse SSN

ID or SS #

Spouse Cell Phone

Mobile

Spouse Occupation

Job Title

Employer

Business Name

Employer Address

Business Address Line #1

Employer Suite

Business Address Line #2

Employer City

Business Address City

Employer State

Business Address State

Employer Zip

Business Address Postal/ZIP Code

Employer Phone

Business Phone

Employer Phone Ext.

Business Phone Extension

Employer Fax

Business Fax

 

 

Laser App Field

Practice Builder Family Members Field

Beneficiary First Name

First Name

Beneficiary Mi

Middle Name (First Character)

Beneficiary Last Name

Last Name

Beneficiary DOB

Birth Date

Beneficiary SSN/Tid

ID or SS # (Required for entry in Laser App)

Beneficiary Relationship

Relationship

Beneficiary Address

Primary Address Line #1

Beneficiary Apt/Box #

Primary Address Box/Apt. #

Beneficiary City

Primary Address City

Beneficiary State

Primary Address State

Beneficiary Zip

Primary Address Postal/ZIP Code

Beneficiary Email

Personal/Firm E-mail

Beneficiary Home Phone

Home

Beneficiary Occupation

Job Title

Employer

Firm Name

Employer Address

Firm Address Line #1

Employer City

Firm Address City

Employer State

Firm Address State

Employer Zip

Firm Address Postal/ZIP Code

Employer Phone

Firm Phone

Employer Phone Ext.

Firm Phone Extension

 

 

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