Case IDs can be assigned manually on an individual case, or automatically for every new case if your funeral home turns on auto-numbering. This article covers assigning or changing a case ID by hand. For setting up automatic numbering across your account, see Numbering your cases automatically.
To manually assign or update a case ID in Parting Pro:
While viewing a case, click the "ASSIGN CASE ID" button.
2. Enter your desired case ID in the field and click outside the field to save.
3. To view all cases with unassigned IDs, use the filters on the right side of the case list and select "Assigned" to display only cases with case IDs.
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