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Family & Friends

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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...
Guest 6 days ago in Case Management / Family & Friends 0 Gathering interest

Link related cases

We've been using Passare long enough now that we are often burying spouses, siblings, children, etc. of cases already in Passare. A staff member mentioned today that it would be really nice if there were a way to link that case number to the "fami...
Holly Stammis 28 days ago in Case Management / Family & Friends 0 Gathering interest