Adding DOD to Contract holders report

1st quarter of each year we send reports to funeral homes for their auditing and reporting purposes.  They ask for contracts that were Paid out during the previous year.  We need the date of death on the contract holders report.  This would save time form having to go into webquery (not everyone has access) to pull this report and then it is reformatted.  It would save us time and the funeral home time if this could be added to this report.

  • Guest
  • Jan 22 2020
  • Planned
I need it... Yesterday (let's go already)
Your name Mary Beth Henlsey
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