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...
Add Infant Loss advice to Collaboration Resources Section
Idea Summary David Anthony requested that Infant Loss (perinatal) advice information be added to the Collaboration Resources Section. Specifications Under Collaboration > View Collaboration Center > Resources, add Infant Loss advice informat...
Product Team
over 4 years ago
in Case Management
0
Already exists
If I use an SFG section for a document I cannot use an SFG tag for a separate document. Please allow both of these functions to work regardless of whether one is being used or not. An example would be using an SFG section for an at-need contract a...
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...
Ability to connect searches based on churches and clergy to help recreate checks
I would like the ability to connect searches based on churches and clergy so that I can recreate checks for the people that go to the same church or use the same clergy
Product Team
about 4 years ago
in Case Management
0
Not being considered
0
Already exists
0
Future consideration
