entitiesToSync to enable optional entities per credential.
Always-Synced vs Opt-In
Rollout has two buckets:- Always-synced entities: enabled by default and not disableable.
- Opt-in entities: only synced when you set them to
true.
users,people,transactionsoffices,appointmentOutcomes,appointmentTypes,emailThreadssources,stages,taskTemplates,timeframes,ponds
tasks, notes, calls, appointments, loans, borrowers, properties, events, documents, etc.).
Enable Opt-In Entities
PassentitiesToSync into CredentialsManager:
- React
- Vue
Notes
- Use
truefor entities you want to enable. falsevalues are not persisted; omit keys you do not want to enable.- Only entities supported by a connector are applied for that connector.