Update form dropdown options daily from staff list
Update form dropdown options daily from staff list
Your adviser dropdown on intake forms gets out of date after staff changes, creating misdirected submissions. Clients pick current advisers before outreach because options refresh daily.
Overview
Stale adviser dropdowns cause misrouted submissions and manual catch-up work; this daily sync keeps intake and testimonial forms current. Operations staff get accurate form options each morning so clients and advisers connect without delay.