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Status Shipped
Workspace Case Management
Categories Case
Created by Guest
Created on Apr 28, 2020

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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 spouse info in new case Merged

Whether it is an at need for a spouse where the family is looking to duplicate or doing a pre need for a couple that wants the same thing, it would be nice if you could create the second file with goods and services, survivors, etc. able to be copied over.

1 MERGED

Autofill information

Merged
Often, we have both spouses doing pre-planning at the same time. When entering the data into their individual records, It would be quicker if we could click on a "copy" or "autofill" button to add the same information (ie address, date of marriage...
Kathleen Repass over 3 years ago in Case Management / Data Entry 0 Shipped