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There should be a shortcut button to the calendar from the daily agenda that shows on the Dashboard page so people can go straight into the calendar from that screen.

I have thought this myself and a funeral home brought it up yesterday because they liked the shortcut to templates and case files that appears on each page in the case.

Created 19 Jan 07:42pm by Anna Andrews

Case Management / Calendar

0 New

1 Vote

Ability to change order on lot description

It's not a big deal- and it might totally be a regional thing, but the order of lot description on the dispositions page is out of order from the way many of cemeteries by us do it. It's a little confusing visually to see things out of order. Fo...

Created 18 Jan 09:16pm by Holly Stammis

Case Management / Data Entry

0 New

3 Vote

Create a Dashboard from a Checklist

It would be great if we could create a Dashboard from a Created checklist

Created 6 Jan 01:38pm by Guest

Case Management / Checklist

2 Gathering interest

2 Vote

Ability to Hide Pages in Planning Center

Users would like the option to hide pages from the Planning Center. Sometimes certain pages are irrelevant, or just too much for grieving families. It would be helpful to toggle off PC pages per case, or select a default to hide a page from all ca...

Created 11 Jan 09:05pm by Jessie Goggans

Planning Center

1 New

2 Vote

Manually insert a Checklist

From what I can tell, the only way to get a checklist to show up is for it to happen automatically, based on certain criteria. That works great, but if something changes in that criteria, there's no way to manually insert a pre-populated checklist...

Created 6 Jan 01:37pm by Guest

Case Management / Checklist

0 Gathering interest

2 Vote

Add a "Next" button next to "Save" in the price lists to go to next item on the price list

Currently, when updating prices, "save" saves the changes and defaults to the top of the price list page, requiring one to have to scroll down to the next item to be saved. A "next" button would save that time.

Created 3 Jan 05:46pm by Joseph Schuller

Case Management / Price List

0 Gathering interest

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Copying Family and Friends from Case to Case

Inventory Management

ERP Consultant

Incline Treadmill Benefits

There should be a shortcut button to the calendar from the daily agenda that shows on the Dashboard page so people can go straight into the calendar from that screen.

Ability to change order on lot description

Create a Dashboard from a Checklist

Ability to Hide Pages in Planning Center

Manually insert a Checklist

Add a "Next" button next to "Save" in the price lists to go to next item on the price list

Filter by status

Filter by category

Identify yourself with your email address

Copying Family and Friends from Case to Case

Inventory Management

ERP Consultant

Incline Treadmill Benefits

There should be a shortcut button to the calendar from the daily agenda that shows on the Dashboard page so people can go straight into the calendar from that screen.

Ability to change order on lot description

Create a Dashboard from a Checklist

Ability to Hide Pages in Planning Center

Manually insert a Checklist

Add a "Next" button next to "Save" in the price lists to go to next item on the price list