Rolodex access within a case (specifically At-Need cases)
Having the ability to lookup a phone number or a cemetery charge in the rolodex while not having to leave the case would be extremely helpful. Even if you could do a quick search in the rolodex and click on the person/organization you need and the...
Have a document that can be added to rolodex entries so they can be printed from the case when the entry is selected. This is more efficient then having to copy and paste notes from within the entry onto a word document.
0
New
