💡 Share your Ideas!

 

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit ARRANGE-I-690 CRM functionality, Family Members/People should be unified.

First Call Page - Add copy button on Caller from frends and family Merged

If the case is a preneed and frends and family (FandF)are already enterd when the first call comes in and you want to put in the caller you should be able to copy from FandF list.


If you put a name in the FandF list at the time the preneed was made and that person was the caller when the death happend his name will be in the FandF list twice

  • Matt Murphy
  • Sep 19 2021
  • Future consideration