Batch Forms

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Filter batch forms by custom field dates

Often Funeral Homes use custom fields to track AR related dates. It would be helpful to filter batch forms by the dates in those custom fields

Madison Scott 18 days ago in Case Management / Batch Forms 0 Gathering interest

1 VOTE

Sort Batch Forms by trade business

It would be helpful to sort or group batch forms by the trade business. This would make invoicing significantly easier

Madison Scott almost 2 years ago in Case Management / Batch Forms 0 Planned

2 VOTE

Ability to run batch trade invoice for more than 1 trade business at a time.

Currently you can only run a batch trade invoice for 1 trade business at a time. Customers would like to be able to indicate all the trade businesses they need invoices for at once. I know we can't run them in a single batch since the trade busine...

Erin Merriott about 5 years ago in Case Management / Batch Forms 0 New

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