Update CRM work order when task is reviewed
Update CRM work order when task is reviewed
Your work orders go out of sync when tasks are marked reviewed, leaving support without technician replies and delaying case closure. Keep statuses and reply notes aligned so agents can act same day.
Overview
When task reviews don't flow back to the CRM, agents lose technician context and cases stall. This flow writes review status and technician replies to the work order so support can resolve and close cases faster, often same day.