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9 Vote

Reminders - Tagged Users Can Edit

Within a reminder, would like a check box that allows tagged parties to edit the reminder. For example: I tag a coworker in a reminder for something we are collaborating on. With this checked on, they can change the date and time on the reminder.

Created 20 Apr 04:26pm by Guest

Case Management / Reminders

0 Future consideration
5 Vote

Automatic alert to the FD if contract is not electronically signed after date of service

I would be nice to have an automatic alert to the FD if a contract is not electronically signed after the date of service, or reminders about signing/resigning contracts by a certain date to help produce accurate reports.

Created 4 Feb 10:22pm by Product Team

Case Management / Notifications

0 Future consideration
1 Vote

Allow Users to Specify Notifications by Branch/Instance and Choose Specific Email

Would be great for customers that have multiple instances (Funeral Home & Crematory) that have different emails to have the user have one login, but then specifiy the email which they receive notifications by branch/instance. This way they get...

Created 8 Mar 06:55pm by Sierra Chaffin

Case Management / Notifications

1 Future consideration
1 Vote

Determine Which Roles can also get eSignature Notifications

Other roles at the funeral home also need to get notified when documents have been e-signed, for example Admin or secondary arrangers.

Created 11 Feb 05:53pm by Jessie Goggans

Case Management / Notifications

0 Future consideration
2 Vote

Ability to have notifications also go to secondary arranger

User StorySome of our customers have a secondary arranger that takes over cases on the primary arrangers off weekends. Currently all notification go to the primary arranger, but the secondary arranger needs to be able to receive those notification...

Created 23 Sep 08:49pm by Erin Merriott

Case Management / Notifications

0 Future consideration
2 Vote

Notification Alerts

On notification alerts; would be nice to have it if you wanted to be alerted when a family does anything or when a funeral staff does things. Two boxes seperately due to funeral staff might now want all the notifications when they are entering th...

Created 25 Mar 08:13pm by Guest

Case Management / Notifications

0 Future consideration
2 Vote

Allow for Recurring Reminders

USER STORYI would like to have an option on my Reminders to make them recurring, up to a certain date.

Created 10 Dec 10:43pm by Product Team

Case Management / Reminders

0 Future consideration