Push "form" inputs to CRM | Voters

Push "form" inputs to CRM

Raeonna Jefferson

This would help save time so when the workflow is completed or the task is completed, the notes can automatically go to the CRM (i.e. trade requests)

December 19, 2023

Nancy Williamson

From a compliance standpoint, all client notes and information should be stored in the CRM. Having information remain in the WF will require our team to input the information twice - once in the form and then copy to comments or notes in RT. This lack of communication makes us question if we should even utilize the forms.