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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

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