Keep project managers' participant records up to date

Project managers updating registrations lose participant records and program dates, causing missed follow-ups. Create-or-update flows in your database keep records current so staff can follow up.

Overview

Project managers risk missed follow-ups and stale program dates when registration updates don't reach the constituent database. This workflow creates or updates contact records and program dates on every registration change, eliminating manual reconciliation and keeping registration staff ready to act. The result is cleaner records, fewer missed follow-ups, and reporting that reflects the latest program information.

Notable Features

Create or update constituent records
Format program dates for reporting
Notify registration staff on changes