Default project on customer creation | Voters

Default project on customer creation

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

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.