Send assignment email to consultant on record update
Send assignment email to consultant on record update
Your debt service records lack consolidated client and creditor totals when consultants are assigned, leaving consultants underprepared. It sends a summarized assignment email so teams can act same day.
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Overview
When a consultant is assigned, missing creditor totals and scattered context slow triage. This sends a single, formatted assignment email with totals and a direct record link so consultants and coordinators can start work the same day.