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SJP Partners
SJP Partners
SJP-specific Articles
By Jenny
1 author
19 articles
Help getting started
How Digital Clipboard works with iBusiness and Salesforce
Do I need a Curo licence to use Digital Clipboard's services?
Does data sync to Salesforce?
Where does data sync to?
Where is my client data stored?
Why is the syncing / fetching of data taking so long?
Clipboard
How do I access the app?
How can other advisors in my practice download the app?
How will I be billed for Clipboard?
How do I get help with Clipboard?
Pre-Meet
How does Pre-Meet work?
Who can access Pre-Meet?
How do I sign up for Pre-Meet?
Is Pre-Meet secure?
How will I be billed for Pre-Meet?
How do I sync a client's Pre-Meet data to the CFR?
How do I get help with Pre-Meet?
General Data Protection Regulation
