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3 Vote

Links to Service Providers Contact Info within Service

We would like to see "show address" and "show contact information" for the Service Providers. This is currently available for Venue information (Funeral Options > Add Service > Venue) but not for Service Providers. The system asks for the in...

Created 26 Mar 02:47pm by Guest

Case Management / Rolodex

0 Planned
1 Vote

New Option for Location of Death

Please see screen shot. A customer asked for this and it is marked as shipped but isn't actually available. :(

Created 9 Mar 02:48pm by Erin Merriott

Case Management / Rolodex

0 Planned
1 Vote

Ability to Add Rolodex ID and Tax ID when Creating a New Rolodex Entry within a Case

Right now you can create the new entry within a case but you then have to visit the back end to complete the Rolodex ID and the Tax ID. Could this maybe be a new options tab at the end (so it's out of the way for those who don't need it) when crea...

Created 5 Nov 04:22pm by Erin Merriott

Case Management / Rolodex

0 Planned
1 Vote

Add Hospice Nurse and Nurse Practitioner to the Caller list on First Call page

On the First Call page for Caller: Nurse is an option, but it only pulls the "Nurse" entry type people and not Hospice Nurse or Nurse Practitioner. Only work around it to add your nurse entries more than once in the rolodex. Customer would like bo...

Created 3 Sep 01:51pm by Erin Merriott

Case Management / Rolodex

0 Planned