Add sequential folio number to new board items
Add sequential folio number to new board items
You add appointment items without a folio, leaving coordinators unable to reference bookings during handoffs. Items become referenceable immediately, enabling same-day fulfillment and reporting.
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Overview
When appointment items arrive without a stable reference, coordinators waste time reconciling bookings and miss fulfillment windows. This flow assigns consecutive folios and writes them back to the item instantly, so operations can reference bookings immediately for same-day actions.