Add shareable client record link after client creation
Add shareable client record link after client creation
Your client records lack a direct link, forcing support to search manually. It populates a shareable client record URL so support can open profiles immediately.
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Overview
Missing direct record links means support wastes time hunting down profiles; this fills that gap so reps open the right client page instantly. The result is faster onboarding handoffs and immediate access to client context within minutes.