Keep HR contact records accurate for retreat enrollments

Technology managers see retreat forms leave child contacts unlinked, creating enrollment confusion. It finds or updates child contacts so coordinators have consolidated attendee records for enrollment.

Overview

HR retreat enrollments risk missed special-needs details and broken account links. This IT-owned workflow finds or updates child contacts from each application, protecting enrollment integrity and giving program coordinators consolidated attendee records so outreach happens without manual chasing.

Notable Features

Match form entries to contacts
Update special-needs and demographic fields
Alert coordinators on unmatched submissions