Allow users to be read only for pre-need cases but still have the access to change contract dates for pre-need cases/sign cases. Need to have the ability to limit the access to cases versus the permissions they have.
Impact Funeral Partners has locations all over the US but only two people that can sign checks. They would like Passare to come up with a way for them to approve the checks but allow the site managers to write and print the checks. Ideally, the ma...
Indicator in "Case Information" Sidebar for user account that created the case.
Currently, the only way to see which user created a case is to create a column in the Dashboard -- but if you're viewing a specific case, there's no way to know who created the case. The information is obviously already saved in the case, hopefull...
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Gathering interest
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Gathering interest
