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đź’ˇ Share your Ideas!
Status Planned
Workspace Case Management
Categories Family & Friends
Created by Anna Andrews
Created on Feb 28, 2022

Family and Friends come over when link a cash sale to an At Need

Currently, when a FH does a cash sale and links it to an at need, they have to reenter the purchaser name and information. I think it would really help my FHs to be able to select the family and friends from a drop down from the case it is linked to.

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