Keep client and case records aligned for project managers
Keep client and case records aligned for project managers
Project managers find accepted ARCHI requests missing from MAC CRM, causing intake gaps. Creates or updates client and case records so caseworkers start service faster.
Overview
Project managers risk stalled casework and intake gaps when accepted ARCHI requests aren't reflected in CRM. This workflow ensures accepted requests create or update client and case records in Salesforce, eliminating manual intake delays so caseworkers can begin service faster and audit trails remain complete.
Notable Features
- Create or update CRM contacts
- Create client case records from ARCHI
- Flag duplicate contacts for review