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đź’ˇ Share your Ideas!
Status Future consideration
Workspace Case Management
Categories Data Entry
Created by Guest
Created on May 31, 2022

Populate case info on Cash cases from At Need cases

When I enter a new cash sale from a family that we already served, it would be helpful and time saving if the address info populated when you start to enter the name info

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    • Michael Capehart
      Aug 28, 2025

      Yes please!!!! We do a lot of cash sale contracts, for post-service sale of items. Being able to bring over customers from those other cases would definitely save some time.