Update student financial aid status from form submission
Update student financial aid status from form submission
You miss or delay club aid processing when student income and payment details aren't in the CRM. It updates income and aid fields for program coordinators, enabling same-day eligibility.
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Overview
When financial assistance forms arrive, manual lookups and calculations slow down eligibility decisions and club enrollment. This flow writes household income and contribution values straight into the student CRM and alerts operations when a record is missing, enabling program coordinators to make same-day decisions.