Set customer data received date on case items
Set customer data received date on case items
Your case items miss intake timestamps when status changes, stalling handoffs and obscuring who received customer data. This gives consistent received dates, enabling same-day processing.
Overview
Missing intake timestamps create stalled handoffs and unclear ownership for case managers and coordinators. This flow stamps qualifying case items with a received date on status change so your team has consistent intake timestamps and can act the same day.