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đź’ˇ Share your Ideas!
Status Future consideration
Workspace Case Management
Categories Family & Friends
Created by Guest
Created on Dec 19, 2020

Custom roles per organization

We have a "DC Recipient" and a "Survey Recipient" already. I would like to see an "Urn Recipient" role added so we can designate who is eligible to receive cremated remains. Ideally we would be able to list multiple people for this role (for cremation pendants and keepsake urns). Ideally there would be a tag created so we can have the Urn Recipient's name(s) and address(es) pull into our cremation documents.

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