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Status Potential for future consideration
Created by Guest
Created on Nov 3, 2020

Add Client Form Request For Client Setup

Add a client setup request form to AgilLink that will allow Admins to accept and transfer the data entry into the AgilLink Client Setup Screen.

Current internal process at NKSFB is the Acct Mgr submits a client setup request form to the Datafaction Admin. The DF admin then has to re-enter the data into Datafaction.

Adding the form and allow the admin to transfer the data entry directly into AgilLink will eliminate duplication of work.

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