BillSewell
6 years agoQrew Trainee
Connected Table data update workflow question
I've built a customer success app that pulls Client and Contact data from the Main app from Headquarters via connected tables. The question - how do my users signal or flag out of date information within our system that can alert or trigger updates from the Main app.
For example, Jane in customer success learns that her main contact is no longer at the company and has been replaced by a new employee. I've set her up so she can update her main contact as "ex-employee" and save that into the system. How can she add a contact that then alerts the Main system and enters it into both systems? I'd like the "Ex-employee" status to send back to the main system as well.
Any ideas?
For example, Jane in customer success learns that her main contact is no longer at the company and has been replaced by a new employee. I've set her up so she can update her main contact as "ex-employee" and save that into the system. How can she add a contact that then alerts the Main system and enters it into both systems? I'd like the "Ex-employee" status to send back to the main system as well.
Any ideas?