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Status Planned
Workspace Case Management
Categories Case Identifier
Created by Elizabeth Reed
Created on Nov 14, 2020

RELATED IDEAS

At Need to Trade Call

I need the ability to switch a case from AtNeed to Trade Call without re-entering all the information, this is when a case switches to another funeral home for one reason or another. They often have to pay for charges incurred thus far.

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1 MERGED

Switching AtNeed to Trade Call

Merged
I still need the ability to switch from AtNeed to Trade Call and once in awhile back to AtNeed.
Elizabeth Reed about 2 years ago in Case Management / Case Identifier 0 Planned
1 MERGED

Converting AtNeed to TradeCall

Merged
Still need the ability to change an at need case to a trade call. Having to delete the at need and start fresh and create a trade call is a waste of time.
Elizabeth Reed almost 2 years ago in Case Management / Case Identifier 0 Planned