DIGicon Ideas

Copy Contract: Same Person

One of the funeral homes that I'll be working with requires that Services and Merchandise be on one contract, while Cash Advance Items be on another contract.

File>Copy Contract gives you 2 options to auto populate information for. "Spouse" and "Other".

Could there be a third option, that just makes an exact duplicate of the whole contract? Same name and everything?

 

  • Guest
  • Jan 27 2017
  • Already exists
I need it... Week
  • Jan 27, 2017

    Admin response

    John this is a fantastic idea! We actually just implemented this idea in our new DIGicon Touch product. One of our wonderful ladies from the help center will be reaching out shortly to show you how to use this feature. Thanks for the input!

  • Attach files