Update customer portal user when audit date is set
Update customer portal user when audit date is set
Your CRM audit dates aren't reaching the portal, so user profiles are out of sync and coordinators lack completion context. It updates portal user records so coordinators see completed audits same day.
Overview
Stale audit dates force manual checks and slow reporting across programs. This flow writes audit completions into the portal automatically so coordinators and IT see finished audits and can act the same day.