June 10, 2024
4 min read
When customer contacts are also employees—common in staffing, consulting, and professional services—maintaining the relationship between customer and employee records requires manual tracking and creates data synchronization challenges.
We built a mapping system that links customer contact records to employee records, keeping key information synchronized and providing clear visibility into the relationship for billing, HR, and operations purposes.
A custom field links customer contacts to employee records. When relevant fields change on either record, synchronization rules keep the linked record updated. Reports can pull from either context as needed.
Clear link between customer contacts and employees
Reduced duplicate data entry
Consistent information across HR and billing contexts
Simplified reporting on dual-role individuals
Author
Tags
