Update roster when consultant assignment changes on contact

Your contact updates to consultant assignment leave the master roster out of sync, causing handoff delays and scheduling friction. Coordinators get a current roster within minutes.

Update roster when consultant assignment changes on contact

Overview

When consultant assignments change on contact records, your master roster can lag and coordinators scramble to reassign work. This flow pushes assignment updates into the roster automatically so program coordinators and consultants see current assignments within minutes.

Update roster when consultant assignment changes on contact