Pull "Proactive Surveillance" date from LPL ClientWorks
Redtail should be able to pull LPL's "Proactive Surveillance" dates from ClientWorks into the "Know Your Customer" fields in Redtail.
3
votes

Redtail should be able to pull LPL's "Proactive Surveillance" dates from ClientWorks into the "Know Your Customer" fields in Redtail.