Update account active-project flag from modified project row
Update account active-project flag from modified project row
Project rows flipped to active or on hold can leave your CRM accounts outdated and stall billing or handoffs. It keeps account project status current so program managers act same day.
Overview
When project rows change status, account records can fall out of sync and block billing or managed services handoffs. This flow flips the account active-project flag within minutes so program managers and billing staff see current engagements and act within one business day.