Executive directors keep applicant files attached to records
Executive directors keep applicant files attached to records
Executive directors see applicant emails uncategorized, causing coordinators to miss attachments during screenings. So coordinators access applicant attachments without manual matching.
Overview
Applicant attachments slipping out of applicant records delays screenings and risks placements for recreational facilities. This workflow ensures incoming email files land on the correct applicant record and notifies adoption coordinators, eliminating manual file matching so screenings start promptly.
Notable Features
- Attach email files to records
- Search applicant by subject line
- Notify coordinators of new attachments