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Status Shipped
Workspace Case Management
Categories Data Entry
Created by Jessie Goggans
Created on Apr 22, 2021

Connect Funeral Options & Disposition Pages

If we enter in a Burial event on Funeral Options, it should populate a "Burial" disposition on the Disposition page with details, and vice versa. Certain events should allow for these 2 pages to tie together (burials, cremation services, etc) though not all services need to be directly tied to a disposition. Right now the information has to be typed in twice by funeral homes.

The information that should be connected between the 2 pages are: disposition type/service type, date, time, location.

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  • Holly Stammis
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    Oct 6, 2022

    I see this is planned (since April 2021?) Any update on when this will be available?

1 MERGED

Chapel or Graveside options in Disposition

Merged
Around here, committal services at cemeteries are split about 50/50 between graveside services and chapel services. The way we are making that clear is by making a Service under Funeral Options called "cemetery chapel service" or "graveside servic...
Holly Stammis over 2 years ago in Case Management / Data Entry 0 Shipped