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đź’ˇ Share your Ideas!
Status Planned
Workspace Case Management
Categories Goods & Services
Created by Guest
Created on Oct 21, 2021

We use the G&S for Pre-Need cost estimates at Wenig FHs (Vertin Co) as it's most customizable; any chance we can get a "copy from" button for a spouse who selects similar services?

This would give our families two customized estimates without the hassle of re-entering.

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  • Curtis Hannah
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    Dec 3, 2021

    I agree, building from other family members who “want just want Momma had” is very popular. Also helpful with PN with a couple