With our former company, SRS, we could see our previous year month and this year month comparisons with call volume and dollars per month. I have attached a screen shot.
eSignature audit trail in the same pdf as signed document
Minnesota requires that all documents be kept in printed form for 3 years, even if the original document is electronic. To be compliant, we need to include the audit trail in the printed document. This document needs to show that it is page __ of ...
If I want to make a quick edit to the price or name of an item, can we have the option to have a quick update of the price list. For example on the price list in Admin just be able to mass update all prices.
I recently had a family share 90-100 photos that I put into case files for a memorial video. They then emailed me and said they wanted me to delete all and they were sending more. If possible, it would be great for there to be a button that delete...
In many cases funeral directors or office staff have to access multiple locations, it would be convenient to access rolodex contacts that are shared between all the locations without creating another contact of the same person/church/cemetery in t...
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Gathering interest
