Update program report with profile details for coordinators
Update program report with profile details for coordinators
Your reports lack linked profile context, forcing coordinators to search for organization details. It populates profile fields so coordinators receive complete reports for same-day review.
Overview
When program reports arrive without linked profile context, coordinators waste time hunting for organization details and reviews get delayed. This flow finds the related profile and fills organization fields into the report automatically, giving coordinators complete records for same-day review.