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Ability to Filter Rollup Documents by Item Signing Date

Vertin uses a Batch Form to output a Marker Commission Report that is used on a monthly basis to determine commission on marker sales for each funeral director within each organization. Current: Within the DocX tag, filtering is done on a case lev...

Nick Tunheim about 3 years ago in Case Management / Documents 0 Shipped

8 VOTE

Render DocX Tag Outside of a Rollup Document in Batch Forms

Currently DocX tags are not able to be used in a Batch Form outside of a rollup table. In order to support documents such as batch invoices for pet and trade cases, we need the ability to tag data outside of a rollup table. For example, batch invo...

Nick Tunheim almost 3 years ago in Case Management / Documents 1 Shipped

7 VOTE

Electronically sign documents in arrangement.

I would like the ability to have a family electronically sign documents on a tablet or iPad during an arrangement conference.

Guest about 3 years ago in Case Management / Documents 0 Shipped

5 VOTE

VA Presidential Certificate

It would be nice if the funeral home was an available choice for "mail the VA Presidential Certificates to". This would be an easy way for sales professionals to follow up with a family in the funeral home. The funeral home would receive the certi...

Joanna Gore about 3 years ago in Case Management / Documents 0 Shipped

2 VOTE

Remove Contact Type from Rolodex DocX Tags

User Story Currently, the Contact Type of certain rolodex items, Organization and Business, appear in the DocX output, which isn't needed. For example, if you have a rolodex entry of 'St. Timothy's Episcopal Church,' the output will be 'St. Timoth...

Nick Tunheim almost 3 years ago in Case Management / Documents 0 Shipped

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