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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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Display notes on AR Report

We want notes that are entered into the case (Payments & Adjustments notes) to show up on the AR report next to each case's balance.
Guest over 4 years ago in Case Management / System Report 0 Not being considered

Allow for admins to see multiple companies without having to switch between them

Allow for admins to see multiple companies without having to switch between them
Guest over 4 years ago in Case Management 0 Not being considered

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 4 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 4 years ago in Case Management 0 Already exists

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

Adding the Estate of the deceased

Please add "Estate of ___ ________" (deceased) to the list of possible payors. It is very irritating to have to add their Estate to a list of possible payors every time and then to have to select a relationship. Please have this in the system so i...
Dana Dingmann about 4 years ago in Case Management / Family & Friends 0 New

Menu to show accounts receivable

It would be nice if there was a menu to show accounts receivable.
Product Team about 4 years ago in Case Management / Accounting 0 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

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 4 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 4 years ago in Case Management / User Report 0 Already exists