Keep engineering contact records linked to project folders

Engineers update contact records without project folders, stalling handoffs. Create a project folder on contact update and save its path to the contact for direct access.

Overview

Unlinked contacts force engineers into manual folder creation and cause handoffs to stall, risking missed deliverables. This workflow ensures a project folder is created and its path recorded on the contact so account owners open organized files immediately. Customers report faster handoffs and fewer lost files.

Notable Features

Create project folders on update
Add folder path to records
Notify owners with folder link