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15 Vote

On Dashboard, when contract total amount or outstanding balance is viewable, when clicked, go directly to that financial page.

Reduces my navigation time. I like when using the universal search, it goes to the same page in the new case. But that only works when you search from a specific case page. This would give you direct access to the financials of the case selected.

Created 7 Feb 06:12pm by Joseph Schuller

Case Management / Goods & Services

1 Shipped
12 Vote

Accounting Lock Date History

Unlocking the Accounting Date and backdating items can be detrimental if the books have already been closed for the month. We need more accountability around this action. Ideally, it would have a history like the signing of the user that locked an...

Created 22 Apr 06:47pm by Kelsey Swearingen

Case Management / Goods & Services

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2 Vote

Improve G&S Drop-down Load Times

User StoryThe G&S drown down spins for an excessive amount of time when searching in the search bar. We are seeing this during the implementation review process when bringing on new funeral homes.

Created 24 Feb 10:19pm by Guest

Case Management / Search / Goods & Services

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1 Vote

Editing Sign Date via Pencil Icon

If you try to sign for an inventory item on the Goods & Services page with a date prior to when it was added, you get an error that it is not allowed. However, if you sign with a date after the inventory was added and then click the pencil ico...

Created 3 Dec 10:38pm by Erin Merriott

Case Management / Goods & Services

0 Shipped