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Status Future consideration
Workspace Case Management
Categories Case
Created by Guest
Created on Sep 6, 2019

Convert a preneed case to an imminent-need case

We we get notified of an impending death and there is already a preneed on file, we want to be able to convert that preneed case into an imminent-need case.

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  • Guest
    Aug 4, 2021

    Agree we have families that would like to work on the obituary before the loved one dies. But if they are a preneed we cannot send them the collaboration center invite. Also, we are unable to convert a pre-need to imminent need to send them a collaboration invite as well.

  • Guest
    Mar 31, 2020

    I think this and the ability to use the collaboration center across preneed and imminent cases or both wanting the same thing. The ability to use the collaboration center!

  • Guest
    Feb 26, 2020

    We have the same issue we would also like to begin to collaborate at the preneed at times and although we could create them as an imminent need but that would not be accurate.  


Pre need to imminent need to at need

Clay would like to able to convert a pre need to imminent need to at need So he can invite a family into the collaboration center for imminent need. He had to create a new case to be able to do that. Sharaie submitting for Hinton Turner Funeral Home
Guest over 2 years ago in Case Management 0 Future consideration