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Populate At-Need tab with Pre-Need information in the case information side bar

When selecting counselor or secondary arranger in the Pre-Need tab it would be convenient to populate the At-Need tab with the name selected in the drop down.

  • Guest
  • Jun 23 2021
  • Future consideration
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  • Guest commented
    24 Jun 01:10pm

    This would be helpful, then you would know if the family is already assigned to a preneed counselor. The follow up wouldn't get assigned to a different person.