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Update client cards with revised DOB and name

Update client cards with revised DOB and name

Your CRM contact updates don't reach your task cards, leaving coordinators without DOB for verification. It keeps cards current so coordinators have DOB details same day.

Update client cards with revised DOB and name

Overview

When DOBs and name updates don't appear on your task cards, coordinators waste time verifying details and risk outreach mistakes. This flow keeps card titles current with formatted DOB and name, so staff can act with confidence within minutes.

Update client cards with revised DOB and name