Keep IT customer birthday flags and order history accurate

IT admins processing manual adjustment forms leave birthdays and order history stale, causing missed pre-birthday outreach. Updates write to customer records so ops coordinators have accurate pre-birthday flags.

Overview

Missed or stale birthday data causes operations coordinators to skip pre-birthday outreach and weakens campaign impact. By routing manual adjustment submissions into record updates and ordering flags, this workflow eliminates stale fields and lets coordinators trust customer records when scheduling campaigns.

Notable Features

Update customer records on submit
Set pre-birthday ordering flags
Notify operations of record changes