Update customer records with TNA PDF and log submissions
Update customer records with TNA PDF and log submissions
Your TNA submissions arrive uncaptured, leaving customer records incomplete. They are attached to the customer record and logged for prep before the next session.
Overview
When training needs assessments don't reach the customer record, coordinators and instructors lack context and billing can be delayed. This workflow attaches TNA PDFs to the customer record and logs each submission, so your team can prepare and invoice before the next session.