đź’ˇ Share your Ideas!
ADD A NEW IDEA

Checklist

Showing 2

Automated Task Assignment

It would be helpful to have the ability of automatically assign tasks to the "funeral director" and "secondary arranger" assigned to the case. So when a funeral director is assigned to the case the checklist tasks that we deem "FD" tasks would aut...
Ryan Patterson 7 days ago in Case Management / Checklist 0 New

Automatically Assign Owners to Checklists When the Checklist is Added Upon Case Creation

It was suggested that it would be useful to have the ability to assign an owner to a checklist automatically added upon case creation. Settings in the backend could include who would automatically be assigned this checklist. This would save time i...
Jennifer Jenson 8 days ago in Case Management / Checklist 0 New