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Status Future consideration
Workspace Case Management
Created by Guest
Created on Nov 28, 2023
Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit ARRANGE-I-1810 Update statutes of Preneed cases from FD.

PN Cancel/Rewrite Updates Merged

Whenever a PN policy is written in FD initially, but is canceled and rewritten to either add or subtract from the current contract, Passare does not show the updated amount on the policies page. Rather, it will lump the totals together, showing an inaccurate policy amount total. This can be confusing for Funeral Homes when gauging the total policy amount an individual has and could lead to further disruptions in their processes.