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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Almost 2 years ago
JoeyS
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π§ In Review
π Integrations
Integrations
Almost 2 years ago
JoeyS
Get notified by email when there are changes.