The following outlines the BH Field Interaction/Automation created by 1218 during the BH1 Implementation. No Automation ID available. 




Party(ies) Responsible for Process

  • BH Field Interaction/Automation - please contact BH Support for assistance updating this automation


Corresponding Updates


Automation Logic

Upon Placement addition, sync Company Name as listed on the Company Record to Placement Company Name field (customText37).