I would like to be able to filter the task widget for cases with or without a specific tag. For example showing cases with the "pending dc" tag and when the tag is removed from the case, those tasks no longer show ion the widget
I want to be able to filter the tasks on my dashboard to show only tasks on cases with a specific status. For example, if my case status is "open" those tasks will be on my widget. once I change my case to "closed" status, those tasks will no long...
Funeral Excellence Group is intending to run the System Report "Items Sold" across all of their funeral homes. In order to easily distinguish who has sold what they are requesting a branch/location column and a funeral director (case assigned to) ...
I need a column for PreNeed Payments in User Reports
For Keyser Funeral Home, User Reports, when you choose "Rows Show Results For - PreNeed Payments & Adjustments" it does not pull the information from the Payments & Adjustments page on the PreNeed side, it still pulls the AtNeed informatio...
Saved Configuration names showing when reports/batch forms are ran
Funeral Homes will often create saved configurations that filter specific branches/case tags/trade businesses and then run them all back to back. I would like to see in my download center the name of the saved configuration instead of the name of ...
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?
For organizations that tie their accounts based on Client Services Types, they need the ability to filter certain CSTs out of the Accounts Receivable Aged system report. The CST filter would need to have the ability to pull cases that both include...
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...
Add "Embalming Finished Date" to the Event Filters on the Dashboard
Spring Grove Funeral Homes - Premium Services Client - would like to be able to filter their dashboards for cases by the Embalming Finished Date. Can we add this to the "Add Event" dropdown in the filters on the dashboard page?
Being able to create a batch report that filters by certain time periods in specific order ex. Date of Death.
It would be great if we could produce a batch form with the contracts for a specific time frame in the order of date of death. This would be helpful in pulling data from the contracts for a specific time period. Having these in order by date of is...