| Name | Description | Type | Additional information |
|---|---|---|---|
| OrgId |
OrganizationId - If CRM is Salesforce, this is required field. |
string |
None. |
| SavedSearchId |
Id to identify client within AdvisorView system |
integer |
None. |
| SavedSearchCrmId |
Id to identify client within CRM system |
string |
None. |