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Advice and answers from the PreciseFP Team
Search results for:
SmartOffice
SmartOffice
Template
The
SmartOffice
fact finder can be used as is and can also be customized… note that any additional fields, groups or pages that you may add to the template will not export to
SmartOffice
… Keywords : Fact Finder,
SmartOffice
, Digital Onboarding
Written by
Courtney
Updated over a week ago
SmartOffice
Mapping Table
A detailed list of all fields that map to/from
SmartOffice
CRM
Written by
Courtney
Updated over a week ago
SmartOffice
Integration Overview
With our integration partner,
SmartOffice
, you can send information and also receive information into your PreciseFP account… integration (only needs to be done once in PreciseFP, you do not need to set up the integration in
SmartOffice
… Then choose
SmartOffice
Then click on the green export button
Written by
Courtney
Updated over a week ago
