Update client status and date in Keeper when status changes in Keeper
Update client status and date in Keeper when status changes in Keeper
Update client status and date in Keeper when a close status changes. This ensures you maintain accurate and current information, leading to better client management and improved operational efficiency.
Zap details:
Overview
Update client status and date in Keeper when a close status changes. This ensures you maintain accurate and current information, leading to better client management and improved operational efficiency.