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Combine Insurance Assignment & Insurance Assignment with Growth Transaction

Currently the Insurance Assignment transaction is added automatically and can not be deleted. If the Funeral Home is tracking internal growth on an insurance assignments, we have to create a separate transaction for this. However, now they have access to two transactions in their dropdown: Insurance Assignment AND Insurance Assignment with Growth. This presents a problem with training and implementation because often times, the wrong transaction is selected. I think we need to combine the growth tracking functionality into Insurance Assignment Transaction and eliminate the need for a separate transaction. Maybe there could be a setting that is marked if the funeral home tracks growth and when that is turned on, the growth portion shows in that transaction. The easy fix would be to allow Archive of Insurance Assignment.

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  • Aug 14 2020
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