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...
Allow the program to open to the Vital Stats Tab, last at-need case every time
It would be nice to allow the program to open to the Vital Stats Tab, last at-need case every time without having to tab through all cases, pre-need, and at-need, then selecting a case and beginning at the first call tab. It is a lot of unnecessar...
Product Team
over 4 years ago
in Case Management
0
Not being considered
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
over 4 years ago
in Case Management
1
Not being considered
Having the ability to upload a photo in a custom field either to map to a document or for reference would be highly useful. We do custom printing for a majority of our families and having the ability to save these photos in the file would be highl...
Erin Murphy
over 4 years ago
in Case Management
0
Future consideration
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
over 4 years ago
in Case Management
0
Not being considered
0
Not being considered
0
Future consideration