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Status Planned
Workspace Case Management
Categories Goods & Services
Created by Guest
Created on Apr 30, 2020

RELATED IDEAS

Having a link in goods & services to a corresponding cash sale

I don't think there is currently a way to know that a cash sale exists relating to a specific case UNLESS you open each cash sale to see if there is a case reference on the basic info page.

Even though it does link back to the case from within the cash sale, there is no similar link/reference on the case side linking back to that cash sale. Many times there are items pertaining to cases purchased on a cash sale and it would be helpful if there was a link to it in the goods & services page.

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  • Gayla Satre
    Reply
    |     Jan 13, 2023

    Have run into this very issue...it would be extremely convenient if on the Goods & Services page that the cash sale would show as a tab, much like the pre-need contract appears. There are numerous benefits to having it appear in this location versus somewhere on the case summary page. Am excited to see this idea put into action and am hoping sooner than later.

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1 MERGED

Cash Sale: If a case is referenced within a Cash Sale, also reference the Cash Sale in the case

Merged
For a Cash Sale, you are able to reference another non-case sale case, which is nice. However, on the referenced case itself, there is no reference to the Cash Sale. It could be helpful if this link was "2-way" and displayed on both records.
Guest 2 months ago in Case Management / Case 0 Planned