Add "Do Not Contact" check box to Family & Friends main page
Because we have a deep integration with FDLIC and DiGiCon and EverythingAfter, we often need to indicate on certain Family & Friends the "Do Not Contact" option if they should not be contacted. It's very difficult to remember to do this, but i...
It would be helpful to see easily acquaintances phone numbers when looking up a case. I would suggest including this info where they are listed on Case Summary and on Family & Friends pages.
Please add "Estate of ___ ________" (deceased) to the list of possible payors. It is very irritating to have to add their Estate to a list of possible payors every time and then to have to select a relationship. Please have this in the system so i...
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