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...
Add Case Identifier to Cash Sale contract template for ease of reference
A while ago, yall began adding Case Numbers to At need contracts can you do the same on Cash Sale? It would help tremendously as we reference payments to our contract numbers thanks! Veronica
There should be some kind of notification or indicator of completed signatures so a family knows when they are done (i.e., 4 of 5 Complete, etc.). This would help when viewing on a phone or smaller screen where all documents to sign are not readil...
The average database user SHOULD NOT be able to override the case# or account# unless they know how serious account or case#s are to a firm. We've utilized this in a previous database where the Admin is the only one allowed to edit Case #s, move t...
it would be helpful to have a mapping selection added to the dropdown that would total the days past due. When used in a document template, it would auto-calculate & populate into a document. [%PAST_DAYS_DUE%] etc. or whatever Passare suggests...
Ability to add a custom video in Collaboration Center
As a user, I would like the ability to add a custom video or a link to the video in the collaboration center. It would be great to be able to put something like a "Meet the Funeral Director" video to allow families to get to know us a little bette...
Product Team
about 4 years ago
in Planning Center
1
Already exists
Being able to customize your AR report so employees can see the items you feel most important. Date of Death, Beginning Balance, Ending Balance and Date of Last Payment.
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 &...
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 4 years ago
in Case Management
0
Already exists