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Automations & Triggers

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Batch Forms having an automatic run option

Several customers who have been trained on using batch forms have asked if there was a way to automatically run batch forms like you can with other reporting options within the platform. This would add value to those who are currently using the Ba...
Chloe Jonas 5 months ago in Case Management / Automations & Triggers 0 Future consideration

'Next Case' Arrow Button

While working inside a case, it would be helpful to have a "Next Case" button that tabs through each case as ordered on the Case Listing page. This is really helpful for firms closing out cases for month-end reports (like Vertin) and helps streaml...
Jessie Goggans about 2 years ago in Case Management / Automations & Triggers 0 Planned

Include Column for TOD and DOD Combined on Case Listing

Currently, you can sort cases by Case Created At, which includes a timestamp of when the case was created (unchangeable). This ensures the integrity of the order in which the cases were created if sorting by this column. Sorting by the Decedent Da...
Kaylan Johnson almost 2 years ago in Case Management / Automations & Triggers 0 Planned

Case Tag Customization

Case tags are wonderful and can really help organize all kinds of different cases based on what tags you create. We have a specific tag for spring burials because in Michigan, some burials do not happen in the winter. I am creating a case tag for ...
Guest 12 months ago in Case Management / Automations & Triggers 0 Future consideration