đź’ˇ Share your Ideas!
Add a new idea Subscribe
Status Shipped
Workspace Case Management
Categories Family & Friends
Created by Josh McQueen
Created on Aug 30, 2019

RELATED IDEAS

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit ARRANGE-I-690 CRM functionality, Family Members/People should be unified.

Ability to Copy Acquaintances from One Case To Another Merged

Add the ability to copy acquaintances from the Family & Friends page from one case to another.

6 MERGED

Copying Family and Friends from Case to Case

Merged
I have had several funeral homes ask about this idea, they have mentioned not just with preneed cases, but with a-need cases as well. being able to copy family and friends from one case to another. Scanlon Funeral Home, Sitkowski, Malbeouf, and Hi...
Chloe Jonas about 2 years ago in Case Management / Family & Friends 0 Shipped
3 MERGED

importing family from previous cases i.e. a spouse

Merged
It would be very helpful to be able to import family and friends from a pervious case. This would keep from having double entry especially for spouses.
Michael Steele over 1 year ago in Case Management / Data Entry 0 Shipped
2 MERGED

Importing new cases from previous cases

Merged
If we could import a new case, from a previous case, and copy all the vitals, including children, we would only need to change the parents names. Example: Mrs Smith died and Mr. Smith is the spouse. We create a case for Mrs. Smith. 6 months later ...
Guest almost 2 years ago in Case Management / Case 0 Shipped
1 MERGED

Autofill address for Cash Sales

Merged
It is time consuming adding addresses for cash sale customers/family members of primary purchasers that have already been entered. Autofill would help
Guest over 1 year ago in Case Management / Data Entry 0 Shipped