Update person category based on company category in Daylite
Update person category based on company category in Daylite
Update person categories in Daylite based on their associated company's category when a new person is created. This ensures accurate categorization, improving data integrity and enhancing team collaboration.
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Overview
Update person categories in Daylite based on their associated company's category when a new person is created. This ensures accurate categorization, improving data integrity and enhancing team collaboration.