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 General Reports Category to Pull Only One Case at a Time
Vertin firms use a system report called Cash Advances to Pay - Vertin Co. management has requested that this report be available under the General Reports category so that more of their users can access the report. However, they need to be able to...
It would be helpful to see easily acquaintances phone numbers when looking up a case. I would suggest including this info where they are listed on Case Summary and on Family & Friends pages.
Add the tag to the Clergy Record document for Location Name with Address
As a user, it would be helpful to be able to have a tag that adds the location name with address to the Clergy Record document. This would help distinguish between locations that have similar names.
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.
3
Not being considered
