Adding additional data points to import from Black Diamond
We currently use Junxure for our CRM and have linked it to Black Diamond. There are certain data points we would like to be able to import, such as custodial data and discretionary account data. The only importable data from Black Diamond is under Portfolios ( Portfolio ID, Portfolio Name, Goal), Accounts (Account Name, Account number), and Holdings ( Holding ID, Market Value, Units, Symbol, Class, Segment, Asset Name). It would be great if we could add more data points like custodial and discretionary data points as well. thanks!