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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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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 over 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 almost 5 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 almost 5 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 almost 5 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 about 5 years ago in Case Management / User Report 0 Already exists