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Google Calendar integration

I would like to see Google Calendar integration.
Jim Golub almost 3 years ago in Case Management / Calendar 2 Shipped

Add Organization Information to The Batch Deposit/Payments Reports

User Story Vertin has requested we add the organization name to Batch Deposit reports. Currently there is no name on the report, therefore their accounting team isn’t clear on what reports are for which organization. The same would be helpful with...
Daniell Jara over 2 years ago in Case Management / Batch Deposits / Batch Payments 2 Shipped

Pending Event on Calendar

Would like Pending Events to be scheduled onto System Calendar. That way, if an event is not solidified but there is a tentative date/time, we can see not to book another service then. We would like this kind of service to show as "pending" on the...
Guest over 2 years ago in Case Management / Calendar 0 Shipped

Check Writing - Vendor

As we rollout Check Writing with Vertin, they will rely soley on the Rolodex to populate checks to ensure the the acocunting exports to Great Plains have all of the info needed such as the Tax ID to properly populate EOY documents such as 1099s. C...
Erin Merriott about 2 years ago in Case Management / Check Writing 0 Shipped

Improve G&S Drop-down Load Times

User Story The G&S drown down spins for an excessive amount of time when searching in the search bar. We are seeing this during the implementation review process when bringing on new funeral homes.
Guest almost 3 years ago in Case Management / Goods & Services / Search 0 Shipped

Add 'Check Payee' Filter for Check Writing Page

User Story Right now, when I write a check to a specific vendor, I have no way of easily searching for that data on the Check Writing page. It would be helpful if I could have a 'Payee' filter, that populates all of my Rolodex entries, so I can se...
Daniell Jara over 2 years ago in Case Management / Check Writing 0 Shipped

Add Default Sorting to Batch Forms

User Story Users are wanting consistent sorting of documents from the Batch Forms feature. At one point, it used to be alpha by branch and then alpha by decedent last name within the branch. However, that is not the order now and appears to be ran...
Daniell Jara over 2 years ago in Case Management / Batch Forms 0 Shipped