Ideas & Enhancements

Copy Intake Data to Other Intakes

We frequently have to create multiple intakes for the same accident or multiple intakes for one person for different case types. Having to copy the data from one intake too another is extremely time consuming and awkward. Adding a 'Copy Intake Data' feature to allow for copying of parties and/or specific intake information from one intake to another would be a time saver.

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  • Jun 15 2023
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