Can we please include the following clarifications for this type of build?
Standard files for Rolodex, Services and Memorial Content will be imported to all new PBS builds. All other import files must be from PBS Solutions Org (list below)
Items to make sure and NOT change:
Survey Categories
Case Statuses
Case Tags
Client Service Types
CoA
Required Fields (CST, Disposition Date) – “Default First Signing Date (At-Need)”
Default Contract Date
Print & Sign Contract called “Contract – Passare Business Solutions (TX)”
Jessie Goggans
