We’ve spent the last month ironing out the details of what is required of us, and we are excited to finally start working on this project! The team has set deadlines for each requirement in a timely manner, starting with our aim to be familiar with Zapier by March 24. After that, we will be looking towards how to best implement the given requirements.
Our project requirements for this semester:
- Converting Allegation:
- Trigger email with Calendly link for Intake and “What to Expect” guide
- When intake appointment is scheduled, it is added to Insightly calendar and responsible employee notified
- Conducting Intake:
- Incorporate Google Form fields into “Considerations” window
- Activating Text & Calling feature:
- Merged with case profile and logged like emails for reference. Using phone and email submitted by alleging party during allegation submission
