Enhancement: Push Client Assistance Levels to Client Account Builder

[ATXNickTaylor]

Description:

Requesting an enhancement to automate the transfer of client assistance levels from the "Compiled List" tab (Columns B, C, D) into the "Client Account Builder", specifically into the "L+T Initial Matches" tab (Columns L, M, N). The desired mapping is as follows:

• Column L: Client Name
• Column M: Highest Assistance Level
• Column N: Assistance Level Value from the Client Account Review

This feature aims to streamline the process of updating the Client Account Builder with the most current and relevant assistance levels, enhancing the efficiency of client management and support.

Expected Behavior:

When updated assistance levels are established in the "Compiled List", the system should automatically update the "Client Account Builder" with these values, placing them in the corresponding columns as per the user's mapping request.

Use Case:

This enhancement will significantly benefit the workflow by reducing manual data entry, minimizing errors, and ensuring that client support is always aligned with the latest assistance level assessments.

Additional Context:

• Please ensure the automation accounts for any new entries or updates in the "Compiled List".
• Consider implementing a verification step to confirm successful data transfer.

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[ATXNickTaylor]

In Discovery as of 2024-02-19 at 5:25 PM CST