Merged idea

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Automate AddOn entry Merged

When we are processing an add-on, it is an "addition" to an existing contract.  It would be great if we could request a "copy" contract and enter the original number, and assign the new contract number with a suffix.  We would need to be able to change the contract amount, effective date, most of the relationships stay the same.  If we have a new agent or funeral home we would need to be able to change that as well.

  • Guest
  • Nov 7 2016
  • Planned
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