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Status New
Workspace Case Management
Categories Rolodex
Created by Guest
Created on Dec 10, 2024

Rolodex share contact

In many cases funeral directors or office staff have to access multiple locations, it would be convenient to access rolodex contacts that are shared between all the locations without creating another contact of the same person/church/cemetery in the "other locations".

When adding the contact person or place... having a checkbox of save also to _______ funeral home rolodex would be very beneficial when multiple locations exist per team.

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