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1 Vote

New Column in Price List Export

We have a field for Associated Inventory Account, but we don't have a csv column for it. Could we get that pleeaasseeeee? :)

Created 16 Jun 08:23pm by Erin Merriott

Case Management / Export/Import

0 New
1 Vote

Missing Signing Filter

The "Missing Signing" filter is what we teach customers to use when needing to see cases that require a signing of some kind (1st signing, unsigned changes, etc.). In the past this filter did not pull cases (to my recollection) with a $0.00 contra...

Created 15 Jun 05:06pm by Erin Merriott

Case Management / Reports & Dashboards

0 New
4 Vote

Price List Categories in User Reports

Users would like the ability to create a User Report with a column(s) that include categories and respective sales data.Much like the Survey Report or General Sales columns - we'd like the capability to see sales data per category in User Reports ...

Created 28 Apr 04:59pm by Jessie Goggans

Case Management / User Report

0 Gathering interest
12 Vote

Reporting on Checklist Tasks

While working with Client Service's customers on workflows, there currently isn't a way to report on checklist items that are not complete. The only output via User Reports is a list of all checklist items. Attached is a User Report showing row ...

Created 14 Apr 04:05pm by Guest

Case Management / User Report

1 Future consideration
1 Vote

Owner Info Columns for Pet Case Reporting

Could we have "Owner" info columns available for reporting on Pet Cases? Currently the only options in User Reports are Pet Business and Primary Purchaser.

Created 4 May 06:23pm by Erin Merriott

Case Management / User Report

0 Planned
6 Vote

Show Private or Public with Services on the Dashboard

When I create a dashboard for future services, I cannot see whether a service is private or public without going into the case or going to the calendar. Can we add a column for private or public or the icon indicator to the dashboard?

Created 9 Sep 07:39pm by Julie Hofmann

Case Management / Reports & Dashboards

1 Planned
5 Vote

Make names Clickable

On the Case Listing you can edit the columns to multiple different options of listing the name but it appears the only one you can click into (for the Decedent) is the Decedent Full Name column. For many they like to list Decedents Last Name, Firs...

Created 16 Oct 03:50pm by Sierra Chaffin

Case Management / Reports & Dashboards

1 Planned
5 Vote

Service Details Columns on Case Listing

Would be beneficial to include the location name of the service on the Service Details Columns. Most whiteboards have the date & time along with where it will be held so the funeral directors can see it in passing and not have to click into th...

Created 25 Sep 09:42pm by Guest

Case Management / Reports & Dashboards

2 Planned
1 Vote

Add a page number to the top of page in case listing like we have on bottom.

When you are working on multiple pages in case listing, say you are on page 46, when you click on decedent and look at the information then go out of it, it takes you back to first page, you have to scroll down the page to get back to that page. ...

Created 26 Apr 08:17pm by Guest

Case Management / Widget

0 Future consideration
5 Vote

Include All Case Types on the Case Count System Report

A customer is needing a report with the number of cases for each case type they had last year/this year. In our system report Case Count it only counts the number of At-Needs and groups it by Case Status & Branch. We need this report to pull t...

Created 13 Aug 06:32pm by Sierra Chaffin

Case Management / System Report

0 Planned