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Status Gathering interest
Workspace Case Management
Categories Data Entry
Created by Guest
Created on Jul 31, 2024

Cash Sale Able to Pull Info from Existing At-Need Case

Funeral Homes requesting that Cash Sales pull already entered information from At-Need cases, instead of having to re-enter info, which is less efficient. They would like the ability to either choose a Family & Friend on the At-Need case and create a Cash Sale from there, or when creating a Cash Sale, have the option of choosing an existing Family & Friend from the referenced case and Passare automatically pull that info into the Cash Sale, instead of having to re-enter it all.

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