Update active client roster from record status changes
Update active client roster from record status changes
Your client records flip active/inactive and leave outreach lists inaccurate. Keep the active-client roster updated to reduce missed outreach so coordinators can act same day.
Overview
Out-of-date active lists slow outreach and risk misrouted case work. This flow keeps your active-client roster accurate on record changes so coordinators can begin outreach and case prep the same day.