Pinned ideas

PINNED Check for duplicate decedent names.

We continually have issues with multiple users started the same case. Data must be re-entered. I would be helpful to have the system check for duplicates when entering a decedent last name to avoid these types of issues. Even a "merge" record woul...

Data Entry

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Quick add

When entering a case under the quick add to please add the option to add the middle name or initial...not a requirement! This is especially helpful when adding multiple clients both pre-need and at-need.

Gayla Satre about 1 month ago in Case Management / Data Entry 0 Gathering interest

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