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Status Duplicate / Existing Functionality
Workspace E-Closing Connect
Categories Integrations
Created by Guest
Created on Jan 6, 2025

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Customer Look Up number in UPS field

Instead of Company name in reference box, is it possible to have Customer Look Up number auto-populate instead?

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    Alyssa LeMay
    Reply
    |     Jan 13, 2025

    Hello

    We will have someone on our Support Team reach out to you, as we do have a way for it to pull in your Lookup Number instead of Company Name to the reference field.

    E-Closing