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Update job and client records from intake form

Update job and client records from intake form

Your intake submissions lack job links, leaving client and barcode records incomplete. It links form entries to matching jobs and updates records so teams can prep orders same day.

Update job and client records from intake form

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Overview

When intake forms arrive without job context, fulfillment time slips and staff spend hours searching for records. This flow auto-links submissions to the matching job and updates client and barcode records so orders are ready the same day.

Update job and client records from intake form