Default project on customer creation | Voters

Default project on customer creation

under review

Rohit Mathur

Can we create a default project when a user manually adds a new customer.

Creating a customer manually is a frequent occurrence for Case Management organizations ...and the extra step needed to create a project could be avoided to enable expedient intake.

March 7, 2025

FieldWorker Support

marked this post as

under review

FieldWorker Support

Is there any documentation or progress here?

FieldWorker Support

What is a typical intake process for the case manmagement company? Thought we use iRecord import to onboard them?
Basically, someone needs to document the case management company business case/flow.
Generally, based on competitive analysis, this is a nice-to-have feature with a high cost and a limited value.