đź’ˇ Share your Ideas!
ADD A NEW IDEA

FILTER BY CATEGORY

Rolodex

Showing 14 of 468

Ability to have Mutiple Addresses for 1 Contact

This is useful for Physicians/Clergy/Doctors/Nurses and other contact types that are affiliated with multiple locations. They have different addresses that have to be used on forms for separate cases. This helps with minimizing the use for duplica...
Guest about 1 month ago in Case Management / Rolodex 0 Gathering interest

Attach a document to a Rolodex entry

The ability to attach a document to a rolodex entry. We have many churches and cemeteries that have policies and fee schedules that would be helpful to have right in the rolodex.
Alex Rydell about 1 year ago in Case Management / Rolodex 0 Future consideration

"Other" Rolodex Entries added as a payer

Having the option to have a Rolodex entry that is listed as "Other" on the "Other-Organization" be able to have the option to be added as payer on the payments and adjustments. Especially when that organization is used frequently.
Guest 3 months ago in Case Management / Rolodex 0 Future consideration

Shipping Information Pull From Rolodex

I spoke with Glenn at Mckoon Funeral Home and he said they do a lot of shipping and it would be beneficial for the "ship from" and "ship to" dropdowns to pull from the rolodex. Currently, the only options are the branches of that organization. It ...
Tarrence Price over 1 year ago in Case Management / Rolodex 1 Future consideration

Merge Rolodex contacts

Rather than delete one contact, could there be a way to merge them?
Holly Stammis 8 months ago in Case Management / Rolodex 0 Future consideration

Rolodex Check for Duplicates

User would like a "Check for Duplicates" function (like we currently have for SSN) that scans the rolodex for duplicate addresses. There are often businesses or venues that have name changes/variations, and this function will help users prevent du...
Jessie Goggans about 1 year ago in Case Management / Rolodex 0 Future consideration

Rolodex reverse look up

In the Rolodex, it would be nice if there were a way to see what cases are associated with an entry. Examples of how I'd use this information: "I'm not getting the doctor's to pick up the phone. What did I do last time they had to sign a cert?" "T...
Holly Stammis 9 months ago in Case Management / Rolodex 0 Future consideration

Fee requirements for cemeteries

Adding a place in the rolodex for cemeteries that require certain fees. Then when said cemetery is chosen on the disposition page it would pop up a field showing the fee required. This would "remind" the director to add to the contract.
Guest 10 months ago in Case Management / Rolodex 1 Future consideration

Auto entry into Rolodex

When entering next of kin within a case, have it auto entry (or at least ask if it should be added) into the Rolodex. Also for every case, make an automatic entry in to the Rolodex as "Estate of (decedent's name)".
Gayla Satre about 1 year ago in Case Management / Rolodex 0 Future consideration

Canada firm rolodex entries don't default to Canadian fields (province/postal code)

When creating a new rolodex entry through a case in a Canadian firm, Canada is the default country but it shows county, state, zip fields. If you switch it off Canada to a different country and back to Canada, it show correct fields (province &...
Madison Hicks 10 months ago in Case Management / Rolodex 0 Planned