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Update onboarding checklist with account info and alias

Update onboarding checklist with account info and alias

When an onboarding task lacks account context, provisioning stalls and owners can't be assigned. The flow fills checklist fields and suggests aliases so setups finish same day.

Update onboarding checklist with account info and alias

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Overview

When onboarding tasks miss account context, IT spends time copying names and creating aliases manually. This flow looks up the customer record, standardizes a nickname and alias, and updates the checklist so setups can be completed the same day.

Update onboarding checklist with account info and alias