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Customization for Family & Friend's Roles

It would be beneficial for Funeral Homes to have the ability to make different roles for Family & Friends per Instance. We've had different requests to add a specific role in the drop down, and it would be helpful for us to be able to add a role that benefits the Funeral Home.

  • Guest
  • Feb 11 2021
  • Future consideration
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  • Guest commented
    22 Jun 02:00pm

    Two things would be helpful regarding the roles: 1. We want this customizable so we can designate roles for communicating with family members in different ways. We also want this process to be automated through an API to our CRM. 2. We want to be able to designate how the family would like to be communicated with (person, call, text, email).