Improving Selecting Memorial Content on Memorial Templates
When a Memorial Template is the at the end of list in the Templates, it can be difficult to select the Memorial Content. I have attached a screenshot of an example. You are not able to see the "Select" button. You need to scroll down on a specific...
It would be much more efficient if when creating a new document we could search for document mappings using any part of the tag name. Example: Need mapping for Marital Status; Tag Name: Decedent Marital Status I can't search for it by typing "mar"...
Can we create the mappings dropdown to be searchable by keyword? Right now you have to search the exact mapping, which is difficult since there are so many versions of similar mappings. For example, to find a mapping pulling last 2 digits of the y...
We are needing a solution for eSignatures corresponding to incorrect NOK mappings. Right now when there is a section of multiple fields for signatures, we map signature & contact info for NOK1, NOK2, NOK3, etc. Currently there is no indicator ...
There are many situations when a document is not (and cannot be) fully populated when generated from Passare. Perhaps Passare does not track the field(s) needed on a specific form, or other edits need to be made before sending for signatures. It i...
Shrink the File Name column or make it wrap when working on documents so it is easier to download the YAML or original form
When working on documents, you have to either zoom out in order to see the document name and the download YAML or Original document button. If we could shrink or wrap the file name column, it would be much easier to see what document is on what row.
Add the tag to the Clergy Record document for Location Name with Address
As a user, it would be helpful to be able to have a tag that adds the location name with address to the Clergy Record document. This would help distinguish between locations that have similar names.