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...
Designate required fields before allowing contract signing
We use a report to share to a third party consultant. I would like to require the fields in that report to be completed before allowing the case to be signed.
Separate Product / Services filters for Price List
It would make it much easier to filter down to just product items. As of right now the only way to filter to just products is to do a much more granular filter, manually.
Adding New Column (i.e., Has Unsigned Changes) Should Add to All Filtered Tabs (Pre-Existing and Newly Created)
If a User has multiple tabs on their Dashboard (Case Listing) and they add the newly created column "Has Unsigned Changes" to the main All Cases tab, this column should appear in every tab on the current dashboard.
Otherwise, the user has to click...
Kaylan Johnson
almost 5 years ago
in Case Management
0
Not being considered
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.
WePay invoice at end of month not out of transaction amount.
Bank statements don't match deposits on invoice, makes reconciliation / auditing more difficult.
An invoice at the end of the month or an automatic bank transfer would be acceptable.
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
almost 5 years ago
in Case Management
0
Not being considered
0
Not being considered
0
Not being considered
