Pinned ideas

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...

All ideas

Showing 172

1 VOTE

Decouple SFG Sections and SFG Tags

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...

Guest over 4 years ago in Case Management / Documents 0 Future consideration

1 VOTE

Scrape self-started case form from website and send data to HubSpot

Kelly Gilgenbach over 4 years ago in Planning Center 0 Future consideration

Please enter your email address

FILTER BY CATEGORY