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Status New
Workspace Case Management
Categories Goods & Services
Created by Mike O
Created on Feb 23, 2025

Ability to create multiple goods and services on At need calls

Currently, we can create multiple estimates in pre need cases. This is a very nice option. However, when you create a new at need case, one does not have the ability to create more than one statement of funeral goods. Many families do not know what they want when they make arrangements and therefore it is sometimes necessary to create multiple options with pricing for them. Would be great to have ability like we do in pre need.

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