Update client table from onboarding task changes automatically
Update client table from onboarding task changes automatically
Your onboarding tasks aren't linked to the client table, causing missing account context and manual lookups. It keeps client rows current so coordinators act on accurate project data within minutes.
Overview
Manual copying between onboarding tasks and your client database wastes time and risks stale billing or project context. This flow keeps client rows current and adds failure notes to the originating task, so coordinators and the director can act on accurate client data within minutes.