Digicon has a notes section that funeral homes use to notate pre-need details outside the normal fields. Passare has a notes section. Can the notes entered into the memorial guide be added as case notes in Passare when Cases are pushed to Passare.
Bring over the Vital Statistics information from DIGicon into Passare
Currently DIGicon can capture the Vital Statistics information on the Preneed contract. This can be done on the Vital Statistics page, Thoughtful Decisions Guide, Personal Information Guide, and Memorial Guide. Since Passare has similar fields on ...
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Gathering interest
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Gathering interest