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Notifications

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Custom Notification Groups

The ability to @mention roles is great, but we often have exceptions to the permission sets that require a custom role. For example, we might have someone in the Crematory role that also sometimes work in the Care Center, so it would make sense fo...
John Meyer over 1 year ago in Case Management / Notifications 0 Future consideration

Notification for unpaid accounts

It would be helpful if managers, accounting personnel and even directors could be alerted if the At-Need account is not paid in full before the due date.
Guest about 2 years ago in Case Management / Notifications 0 Future consideration

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 w...
Holly Stammis over 3 years ago in Case Management / Notifications 1 Future consideration