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...
Make it easier to enter multiple cash advance items rather than one at a time.
It would be great if it could be made easier to enter multiple cash advance items rather than one at a time. Like highlight four or five and hit select rather than clicking in one at a time
Product Team
about 4 years ago
in Case Management
1
Not being considered
Ability to connect searches based on churches and clergy to help recreate checks
I would like the ability to connect searches based on churches and clergy so that I can recreate checks for the people that go to the same church or use the same clergy
Product Team
about 4 years ago
in Case Management
0
Not being considered
Idea: I have had a few instances where a checklist has been accidently deleted from a case, it would be nice if there was a way to add that deleted checklist back to the case.
For example, on one of my cases I accidentally deleted the checklis...
For the credit card processing we really need to find a way to have it calculate the fee amount for them. They can even choose or 'bubble' if the Family or Funeral Home is paying the fee, then it calculates it for them. Similar to how it does in t...
2
Not being considered
0
Not being considered
