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10 Vote

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.

Created 11 Mar 04:36pm by Alex Rydell

Case Management / Rolodex

0 Future consideration
2 Vote

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 ...

Created 26 Nov 06:45pm by Tarrence Price

Case Management / Rolodex

0 Future consideration
1 Vote

It would be convenient to be able to click on each individual person linked to another rolodex entry. When there are four pastors linked to one church, we have to back out from the screen and look up each individual person. If we could double click on each person linked, it would definitely simplify the process.

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Created 16 Feb 09:08pm by Guest

Case Management / Rolodex

0 Future consideration
3 Vote

New Rolodex Entry Notification

Customers would like the ability to receive a notification when a new rolodex entry is created. This is due to rolodex entries now being able to have default bank accounts and check transactions tied to accounting/check writing. Currently when a f...

Created 8 Jan 09:53pm by Erin Merriott

Case Management / Rolodex

0 Future consideration
1 Vote

Rolodex settings

Within Rolodex, add in the settings an option to include vendor and/or rolodex ids and possibly other information to appear on the opening page. Make the Rolodex user friendly to the logged-in user.

Created 3 Dec 06:28pm by Gayla Satre

Case Management / Rolodex

0 Future consideration