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Goods & Services

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Reminders on contract line items

it would be nice to have the ability to set reminders on an line item in the Goods & Services page. If a service is a month away, then we might not want to order the flowers or casket, or whatever the item may be so far in advance. Or if we do...
Susan Espinosa 13 days ago in Case Management / Goods & Services 0 Gathering interest

Receipt of Email Receipt

When we email receipt if there could be note that details if a receipt has already been emailed.
Guest about 1 month ago in Case Management / Goods & Services 0 Gathering interest

Quick Add Search Bar More Convenient If Can Add and Enter Line Items Consecutively; How It Has Been Until Recently

Funeral Directors would like the Quick Add Search Bar functionality back to how it was recently, where they could add a line item into the Quick Add Search Bar, press enter, automatically start typing another one, press enter, etc. It has changed ...
Guest about 1 month ago in Case Management / Goods & Services 0 Gathering interest