Project manager: stop virtual address status drift on board
Project manager: stop virtual address status drift on board
Project managers moving cards to Inactive leave virtual address services active, causing billing gaps. It flips the service record to inactive so billing and support reflect status.
Overview
Project managers risk billing and support mismatches when board moves don't update service records. This workflow flips virtual address services to inactive when cards move to Inactive, eliminating status drift and stopping manual follow-ups. Operations get cleaner handoffs and billing/support aligned without constant checks.
Notable Features
- Update service records to inactive
- Notify operations of status changes
- Filter card moves to Inactive