There are some occasions where a frequently used Contact from the Rolodex may need to be indicated on a case, for any reason, or populated on a form. The idea is to have "Rolodex Dropdown" added as a new "Field Type" in the Custom Field Edit/Setup...
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...
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...
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...
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.
Being able to select documents to show in the standard forms based on either organization or branch would allow greater organization for our firms that are in multiple cities/counties and need specific forms for each location.
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...
eSignature audit trail in the same pdf as signed document
Minnesota requires that all documents be kept in printed form for 3 years, even if the original document is electronic. To be compliant, we need to include the audit trail in the printed document. This document needs to show that it is page __ of ...
If I want to make a quick edit to the price or name of an item, can we have the option to have a quick update of the price list. For example on the price list in Admin just be able to mass update all prices.
Schedule Pricing & Cost Visible other than within the item's details
You can schedule future pricing and cost but you can not see it anywhere else other than in the item details page. I had a funeral director bring this up and he would like to see if on the CSV we could include a column for this. Because there is n...