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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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Case Management

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Case Identifier - issue with sequential order

I have 2 examples so far where the customer is calling to complain that their case identifiers are not going in sequential order. Ticket 78368107 the order of 001, 002, 003 & then jumped to 104. Ticket 78284028 the order of 9, 10, 11, 12 &...
Guest over 5 years ago in Case Management / Case Identifier 0 Already exists

Add Infant Loss advice to Collaboration Resources Section

Idea Summary David Anthony requested that Infant Loss (perinatal) advice information be added to the Collaboration Resources Section. Specifications Under Collaboration > View Collaboration Center > Resources, add Infant Loss advice informat...
Product Team over 5 years ago in Case Management 0 Already exists

Ability to edit column widths on Dashboard and save those views

I would like the ability to adjust the column widths on the dashboard, and be able to lock them in for the next web browser launch.
Product Team about 5 years ago in Case Management 0 Already exists

Add 'Missing Signing' to User Reports Advance Filtering

Users would like to filter User Report on 'Missing Signing' Admin > User Reports > Add New Report > Contract Status (see mockup1)
Josh McQueen over 5 years ago in Case Management / User Report 0 Already exists