Anonymous
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142 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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74 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Anonymous supported this idea ·An error occurred while saving the comment Anonymous commentedThe contact zap only creates a NEW contact. This junks up the database and adds work to combine dup's which defeats the whole point of integration. All your review appointments do not get attached to the client record. this could be the single MOST useful integration for advisors who want to create efficient processes.
Excellent Idea. using preciseFP?