Add the ability to distinguish between family balance due and balance paid by pre-need policy
I am requesting a feature that would allow us to distinguish between goods and services that are covered by a pre-arranged policy and items that the family adds to the contract at the time of death. It would be helpful for Passare to automatically...
In the event that there are family members who would like the same contract, to save time it could be beneficial to be able to copy/duplicate the contract from one family member to another.
It would be a lot easier to add the line item addition date to the goods and services pages rather than having to pull the reports just to simply find a date.
Move Contract Due Date to the Goods and Services tab and make required. before printing SFG.
Almost every time I'm preparing a contract, I forget to indicate a due date. The reason is, because it's on the Payments and Adjustments tab. It makes much more sense for it to be on the G&S tab. Also, this date should be required before print...
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Future consideration
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Future consideration
