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Status Planned
Workspace Case Management
Categories Data Entry
Created by Angela Anello
Created on Nov 20, 2024

Remember Preneed Next of Kin when converting to Atneed

When a preneed case goes atneed and the caller is a family member, you wind up with that family member listed twice in the family and friends section. Could there be a pulldown to select a family member that's already in the family and friends? It's kind of annoying and defeats the purpose of single entry of the information.

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