Add client identifier to engagement tasks and records
Add client identifier to engagement tasks and records
Your engagement tasks often miss linked client IDs, leaving advisor notes and invoices without reliable client context. It restores correct client context for billing and advisors same day.
Overview
When engagement tasks lack a linked client ID, advisors and billing staff waste time hunting for context and invoices can be delayed. This flow writes the client identifier into the task and back-links the client record so your team regains context and prevents billing delays same day.