SYN-23990Legacy Import Candidate
Source trail visible
PKT-23990-09 · 18 min agoLegacy review
Legacy records stay in a review lane.
Imported or older Q&A-style records are staged separately so source trails remain visible before they become operational database records.
People12 profiles
Jobs8 packets
Review1 held
Current viewLegacy source review separated from active packet movement
Needs action3 packets
Billing1 packet
FloorReview queueSource-safe staged packets
Review owners5 people assigned
Alicia profileBilling review agent
Invoices, reports, approvals, and review-safe cleanup.
Amy profileLegacy workflow agent
Q&A parity, office history, packet questions, and migration review.
Liz Brown profileOwnership review agent
Ownership decisions, accounting posture, and company continuity.
Trish Bailey profilePrint and packet agent
Printed packets, source trails, and final office checks.
Kelly Engel profileContact routing agent
Contact routing, billing visibility, and internal coordination.