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Ability to run batch trade invoice for more than 1 trade business at a time.

Currently you can only run a batch trade invoice for 1 trade business at a time. Customers would like to be able to indicate all the trade businesses they need invoices for at once. I know we can't run them in a single batch since the trade busine...
Erin Merriott over 2 years ago in Case Management / Batch Forms 0 New

Searching for Branches

It would be a time saver if we were able to search for branches on their own, rather than searching for the organization, then branch. Having the ability to search for the branch along with the organization would help us find our homes better.
Guest 4 days ago in Case Management / Search 0 New

2nd - LEVEL LOG IN AUTHENTICATION

In this world with the pool of nefarious hackers gaining traction in their knowledge of breaching data, it seems VITAL to add 2nd - Level Log in Authentication. If ours or any funeral home database were to be infiltrated the outcome would be catas...
Guest 27 days ago in Case Management / Security 0 New

Date Requested in Check Icon Details

Customer would like to see the date/time the check was requested in the check icon on the Goods & Services page.
Erin Merriott almost 2 years ago in Case Management / Check Writing 1 New