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Alerts & Notifications

Commercial & Billing Signals

Notify Finance and Ops when the billing contact changes on an active account or assignment, with a before/after audit log.

Monitors billing contact changes on active accounts and assignments. Fires an immediate notification to Finance and Ops with the before and after state, the user who made the change, and a timestamp, so billing continuity is never silently broken.

Works on
Contacts
Platform
Bullhorn and Invenias
Complexity
Simple
Firm type
All firms
Includes
An embedded app in your CRM

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