1. I have a customer who has residential and commercial customers. I only want to import the residential customers. If he tags his residential customer with 'residential' in House Call Pro, then I use that same tag in the 'Qualified Customer Tags' in the 'Integration Filter' screen (see attachment), then it will only import those customers with the 'residential' tag. Is that right? 1. My customer has 1000 past customers, and he gets 30 new customers per month. It's going to take a few months to process his past customers, but during that time he will also be getting new customers. Is there a way to give higher priority to his new customers (over old customers), during the review reactivation period? Basically, I don't want to have to wait to send his new customers the review activation request before all old customers are processed. I want any NEW customer to have higher priority so they are processed when they come in instead of having to wait for all the old ones.

I’m currently working on a new version of the integration forms to make the setup process much easier for you or your clients to follow. It’s not finished yet — I still need to make a few adjustments — but I wanted to share a preview and get some early feedback from you all. Let me know what you think and if you have any suggestions! 🙌

Hello, I understand I can connect to a client's sub account with my CRM Connector instance on my GL agency account. However, my client just has a standalone account(with no sub accounts). Am I able to connect to their standalone account, or does it have to specifically be a sub-account?

@Melvin Zuidweg I connected crm connector to a new sub-account, and it pulled in all the records from, house call pro. I then discovered that I needed to make a change, so I deleted all all imported contacts, and I need to reimport them again. If I do a manual sync, will it import all the contacts again or does something need to be reset on the house call pro side first?

@Melvin Zuidweg Is there a way to adjust the timezone so it shows my own timezone in the dashboard?