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Status Planned
Workspace Case Management
Created by Sierra Chaffin
Created on Oct 16, 2020

Make names Clickable

On the Case Listing you can edit the columns to multiple different options of listing the name but it appears the only one you can click into (for the Decedent) is the Decedent Full Name column. For many they like to list Decedents Last Name, First Name but you cant click into the case with that column.

As well for the Cash Sale Reference column it would be nice to be able to click into that to get into the case.

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  • Sierra Chaffin
    Oct 16, 2020