Update case board items when contact status changes
Update case board items when contact status changes
Your client records' payment or award status can lag behind the case board, leaving coordinators unsure of next steps. Keep board items current so coordinators act on payments and awards the same day.
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Overview
Keep your case board aligned with CRM status so program coordinators always see current payment and award states. That reduces manual checks and enables same-day outreach on payments or awards, improving response and case throughput.