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.
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.