Update case record when card marked data queries
Update case record when card marked data queries
Project cards flagged for data review don't update case records, causing handoff delays during onboarding. Keep case records current so coordinators can follow up the same day.
Overview
When project board flags don't sync to case records, coordinators lose context and follow-ups slip. This flow stamps the case with a data-queries timestamp when a card is flagged, giving coordinators the context they need to act the same day.