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Data Entry

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Case type suggestions

My staff has a few suggestions/complaints about how cases can be managed due to the case/client type/status. Can we please be allowed to choose a client service type for an Imminent Need case? Preneed cases would be nice too, but it's especially f...
Holly Stammis 4 days ago in Case Management / Data Entry 0 New

date of death type

For the date of death in First Call and Vital Statistics section can there be an option for choose the type of death date like below.
Guest 27 days ago in Case Management / Data Entry 0 New