Understanding how data flows between CurrentClient and Wealthbox
Core contact fields
first_name
fieldlast_name
fieldnickname
fieldbirth_date
fieldimage
field (if not default person.png)street_line_1
from Wealthboxstreet_line_2
from Wealthboxcity
from Wealthboxstate
from Wealthboxzip_code
from WealthboxSystem tracking fields
SourceEmailId
- Primary email reference IDSourcePhoneId
- Primary phone reference IDSourceAddressId
- Primary address reference IDSourceVisibleToId
- Visibility permissions referenceHousehold information
id
name
title
Phone numbers
Tags
Classification and Visibility
Custom fields (optional)