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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 about 1 month ago in Case Management / Checklist 0 Gathering interest

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 about 1 month ago in Case Management / Checklist 0 Gathering interest

Completing Tasks Creates Reminder

I think it would be helpful, especially for aftercare, if we could have a reminder scheduled when we mark a task as complete. For example, if we have a checklist task named "Condolence call completed" I would like a reminder to be scheduled 3 week...
Ryan Patterson about 2 months ago in Case Management / Checklist 0 Gathering interest