đź’ˇ Share your Ideas!
ADD A NEW IDEA

Pinned ideas

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...
Share feedback 0

All ideas

Showing 664 of 664

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