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Create Setting to Allow Rolodex to Feed Down to Child Orgs

Many larger organizations have a parent/child org hierarchy due to staffing access, etc. and frequently need the option to share Rolodex entries from the parent level. Here are a couple of examples where this causes issues with the way it works to...
Kaylan Johnson 26 days ago in Case Management / Rolodex 1 Gathering interest

Adding Funeral Homes To Global Forms

When adding funeral homes to global forms, the system will take you back to the top of the list. This can slow the process down quite significantly, especially when it comes to orgs such as Vertin & Legacy, who have multiple locations. If we w...
Tarrence Price 11 days ago in Case Management / Documents 0 Gathering interest

Uploading Documents to Contacts/Download Options

Uploading documents to Contacts:It would be really helpful to be able to upload documents to individual "Contacts." (Similar to how we can upload "Case Files" for cases.) For example, cemeteries have price sheets they update regularly. Currently w...
Guest 20 days ago in Case Management / Documents 0 Gathering interest

Annual comparison case data on Dashboard

With our former company, SRS, we could see our previous year month and this year month comparisons with call volume and dollars per month. I have attached a screen shot.
Guest about 1 month ago in Case Management / Admin 0 Gathering interest

Delete multiple case files

I recently had a family share 90-100 photos that I put into case files for a memorial video. They then emailed me and said they wanted me to delete all and they were sending more. If possible, it would be great for there to be a button that delete...
Trae Cody about 1 month ago in Case Management / Documents 0 Gathering interest