This Article is relevant to SJP Partners only
Currently, if you create a new client record in Clipboard or Pre-Meet, a new record will be created in iBusiness once you sync.
Pre-Meet data syncs on a field-by-field basis to iBusiness. Clipboard data syncs to fields where available or Notes sections in iBusiness.
Please note that Digital Clipboard's services won't currently sync to Salesforce.
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