Skip to Main Content
đź’ˇ Share your Ideas!
Status Planned
Workspace Planning Center
Created by Julie Hofmann
Created on May 14, 2024

Allow Preferences Questions to be different based on the Client Service Type of a case

For funeral homes that serve several types of families and have a wide range of case types, it would be good to be able to change the preference questions in the Planning Center based on the Client Service Type chosen in the case. This way, if the case was for a Hindu case type or a Direct Cremation only case type, they could have questions that are more catered toward serving those families.

  • Attach files