| Name | Description | Type | Additional information |
|---|---|---|---|
| OrgId |
OrganizationId - If CRM is Salesforce, this is required field. |
string |
None. |
| ClientId |
Id to identify client within AdvisorView system |
integer |
None. |
| ClientCrmId |
Id to identify client within CRM system |
string |
None. |
| HouseholdId |
Id to identify household within AdvisorView system |
integer |
None. |
| HouseholdCrmId |
To identify household CrmId |
string |
None. |
|
Email address associated with client. Must be unique for each client |
string |
None. |
|
| FirstName |
First name for the client |
string |
None. |
| MiddleName |
Middle name for the client |
string |
None. |
| LastName |
Last name for the client |
string |
None. |
| IndividualCrmId |
The individual account crm id for the client |
string |
None. |
| DateOfbirth |
DateOfBirth for the client |
date |
None. |
| PortalStatus | string |
None. |
|
| UpdatedByTamaracIntegration | boolean |
None. |