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1 Vote

Use sender's user name instead up just address

When I get a reminder or notice from a co-worker, their name appears as their email address, not their names. Not everyone's email address is related to the name they are known by, which can be confusing. When I send a reminder or message, I us...

Created 14 Dec 08:18pm by Holly Stammis

Case Management / Notifications

0 Planned
1 Vote

A way to respond to messages and notifications

We use the Organization Messages and Reminders and Notifications more and more to communicate. I could see us potentially moving away from Slack and text messaging for communicating our "outside of cases" conversations and memos.But the reasons ...

Created 23 Nov 04:37pm by Holly Stammis

Case Management / Notifications

0 Gathering interest
10 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
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
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
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
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