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Create project customer and shared folder for event record

Create project customer and shared folder for event record

Your event records without a billing customer delay invoices and leave production files unorganized. The workflow creates a customer and project folder so billing and production are ready same day.

Create project customer and shared folder for event record

Overview

When event rows arrive without a linked customer or folder, production prep and invoicing stall. This flow creates a billing-ready customer and a dated project folder so production coordinators and billing staff can start prep and invoice the client the same day.

Create project customer and shared folder for event record