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Status Planned
Workspace Case Management
Categories Case Identifier
Created by Guest
Created on Feb 8, 2021
Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit ARRANGE-I-1200 Linking Cases.

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 husband and wife, it would be nice to look at one and see that it's tied to the other and quickly toggle between the two. Furthermore, without going into details, this will impact the way in which it is billed and a cross-reference would help alleviate any confusion about the bill.

Example for Pre-Need: A husband and wife make their arrangements together but have separate accounts. >or< Mrs. Jones pre-arranges to have services like her husband's and will need some references to that service.

Once referencing is possible, it would also be nice to pull info from one account to another. i.e. Mr. Jones, jr, the son of Mr. & Mrs. Jones, was the co-purchaser for his father and is now the primary purchaser for his mom - would be nice to pull his info from dad's account over to mom's account.