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Status Shipped
Workspace Case Management
Categories Family & Friends
Created by Chloe Jonas
Created on Jan 19, 2022
Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit ARRANGE-I-252 Ability to Copy Acquaintances from One Case To Another.

Copying Family and Friends from Case to Case Merged

I have had several funeral homes ask about this idea, they have mentioned not just with preneed cases, but with a-need cases as well. being able to copy family and friends from one case to another. Scanlon Funeral Home, Sitkowski, Malbeouf, and Hickey Funeral Home, and John M Ireland and Son Funeral Home have all asked about this particular function this week. I'm sure this idea has already been put out there, but so many of the customers we serve hold services for spouses/families and write policies for couples. Having the functionality of copying over their family and friends from one case to the other would be a huge time saver for many funeral homes.

1 MERGED

Syncing data between cases

Merged
It would be neat if we could pull data from one case to another, say if a spouse from a previous case dies, and all of the Family and Friends, cemetery, service info, are the same. Instead of having to re-enter all of their information, we could j...
Guest almost 2 years ago in Case Management / Family & Friends 0 Shipped