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Update project records with last customer call date

Update project records with last customer call date

Your project records miss recent contact dates, leaving coordinators without call context. Keep your project database current so teams have call history ahead of site visits.

Update project records with last customer call date

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Overview

When call dates change in your CRM, project coordinators often lack recent customer context and handoffs slow down. This flow writes the latest call date into your project database so coordinators and field crews see up-to-date contact history within minutes before site visits.

Update project records with last customer call date