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PINNED Check for duplicate decedent names.
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...
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Add 'Contract Date' Column in Case Listing Widget

USER STORY From the Dashboard's Case Listing widget, I'd like to be able to see what the case's contract date is, without going into the case. FUNCTIONAL SPECIFICATIONS On the On the Case Listing Widget Settings, add a new column titled 'Contract ...
Daniell Jara over 5 years ago in Case Management / Reports & Dashboards 0 Shipped

Column Title is Wrapping on F&F Page

User Story On the F&F page, the column title "Relationship to Decedent" is wrapping when there are several role badges. We should correct the wrapping and also consider changing the title to "Relationship" since it's probably a given that it i...
Josh McQueen over 5 years ago in Case Management 0 Shipped