Current System Limitations
The workflow email system cannot access data stored in:
Insurance data tables
Provider phone numbers from insurance tables
Member services contact information from data tables
Other custom data table fields
⚠️ Important: This is a known system limitation that has been logged as a feature enhancement request with the Dazos Product Team.
Workaround Solution
To include insurance provider phone numbers in workflow emails, manually populate the dedicated primary fields that the workflow system can access:
Navigate to the Account or Intake Opportunity record
Locate the Insurance Provider Phone field
Manually enter the phone number information
Click Save
The workflow email template will pull data from this primary field rather than the data tables.
Why This Matters
This limitation impacts automation efficiency because:
Staff must manually duplicate information that already exists in data tables
Risk of data inconsistency between data tables and primary fields
Additional administrative steps required for each record
Reduced automation benefits for facilities relying heavily on workflow notifications
💡 Tip: Ensure the Insurance Provider Phone field is consistently populated across all relevant records to maintain reliable workflow email functionality.
Related Resources
Troubleshooting Reference Fields Not Showing Insurance Table Data in Workflow Tokens (CRM)
How to Add a Direct Intake Opportunity Link to a Workflow Email Alert (CRM)
Workflow email configuration guides