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Notes

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Consolidating Notes into a PDF Under Standard Forms

My idea is to create a PDF file that automatically consolidates notes from across the Passare case, organize them by Overview, Documents, Decedent, Arrangement, Care Center and Financials, and have it available under Standard Forms so we don't hav...
Guest 1 day ago in Case Management / Notes 0 New

Tell where comment/note originated from

We used to be able to see what area the comment came from. If someone puts a comment in the checklist (i.e. death certificate), the comment is in the notes, but we have no idea what that note is pertaining to. We have to go check all the checklist...
Guest about 1 year ago in Case Management / Notes 0 Planned

Internal Notes

It would be useful to have the ability to track internal note history; ex. if the internal note was deleted, it would be great to be able to click "detailed history" and see when and who deleted that note. (like the detailed history on the goods a...
Joanna Gore almost 5 years ago in Case Management / Notes 0 Planned

Sorting Notes by Ascending and Descending Dates

Given the new update (5/2 or 5/3 2023) where the Notes/Comments section was changed from viewing the most recent note at the bottom to now the newest note at the top; I think it would be useful to be able to sort notes by date and time in ascendin...
Guest almost 2 years ago in Case Management / Notes 0 Future consideration

Recognize URLs in web app Notes

It would be great if URLs could be recognized within a Note and opened in the user's default browser.
Guest almost 2 years ago in Case Management / Notes 0 Planned

Bring back note origins

I could be wrong, but I believe that before the May 3 notes update, when you viewed the notes page it would list all case notes but also where they originated from within the case, this was helpful because notes didn't require as much detail to be...
Guest almost 2 years ago in Case Management / Notes 0 Planned