Some Fields not Filling in Quoterush from RiskAdvisor

I have a couple of fields that are not filling in Quoterush from RiskAdvisor

Home Quote -

  • Client Tab:

    • The Co-Client Email & Phone are not coming Over

    • Industry and Job Fields coming over with different values than quoterush uses (E.x. Account Executive in RiskAdvisor, is in the banking/Finance industry but is just an Executive in Quoterush; Also some Fields come over as red even if they are being used correctly

  • Home Tab:

    • New Purchase field is not filling in Quoterush from RiskAdvisor

    • Purchase Date not Coming into Quoterush from RiskAdvisor

Auto Quote:

  • Client Tab:

    • Mailing Address doesn't appear to be coming over for auto quotes in Quoterush even though on the risk profile pdf it is set correctly

    • Same issue with the Industry and Occupation Fields as the Home Quote Client Tab

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Status

🧐 In Review

Board

πŸ”„ Integrations

Tags

Integrations

Date

Almost 2 years ago

Author

JoeyS

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