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Status Planned
Workspace Case Management
Categories Family & Friends
Created by Matt Murphy
Created on Dec 18, 2020

RELATED IDEAS

Linking Cases

It would be nice if you could link one case to another. Lets say your putting in a case and one of the family memebers has passed and that family member was a previous case in passare it would be nice if you could link them so you could look back and see how familys connect also you wouldnt need to put info in twice.

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References for All Case Types

Merged
It would be good to have the ability to cross reference and/or copy information from case to case in all types be it Cash Sale (which is possible now), At-Need or Pre-Need. Example for At-Need: This week we will be having a double burial of a husb...
Guest about 3 years ago in Case Management / Case Identifier 0 Planned