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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.

Add shareable client record link after client creation

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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.

Add shareable client record link after client creation