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Status Planned
Workspace Case Management
Categories User Report
Created by Julie Hofmann
Created on Nov 1, 2023

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I need a column for PreNeed Payments in User Reports

For Keyser Funeral Home, User Reports, when you choose "Rows Show Results For - PreNeed Payments & Adjustments" it does not pull the information from the Payments & Adjustments page on the PreNeed side, it still pulls the AtNeed information if the case was converted. I need to be able to pull the payments entered on the PreNeed Tab.

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