Update agent roster when task comment adds reference
Update agent roster when task comment adds reference
When task comments add a reference number, your agent roster falls out of sync and onboarding is delayed. Keep the roster current so coordinators can assign agents the same day.
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Overview
Task comments that add reference numbers often leave agent records out of date and slow onboarding. This flow turns those comments into clean sheet rows so program coordinators have accurate agent records and can start onboarding the same day.