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Status Planned
Workspace Case Management
Categories Search
Created by Jessie Goggans
Created on May 21, 2021

Global Search Improvements

Users would like improvements to the Global Search tool:

  • Prioritize search results by recently clicked, rather than number of clicks

    • funeral homes typically juggle a handful of cases at a time and are quickly closing these contracts out, then moving to other cases (as services are rendered). It's important for this list to be flexible and change with them.

    • i.e. my last 10 cases I've clicked into ("worked on") should be listed as my Recent Cases

  • Recent Cases should pull from all cases in app (recently clicked from Case Listing OR Global Search)

  • Search list should pull decedents only

    • We have an idea to offer 'decedents only' filter here, but it would benefit users to design this for decedents only by default.

  • Attach files

Better search functionality

Please please please improve case searching. Enable search modifiers, display what or where the search match occurs, and create a "return to search results" so we don't have to restart the search after every guess.
Kurt Edenbach over 2 years ago in Case Management / Data Entry 0 Planned

search by social security number or date of birth in addition to last name

Correct spelling of last name is not always available upon creating a case, therefore prearrangements don't show up when needed.
Guest over 2 years ago in Case Management / Data Entry 0 Planned

Case names should populate if similar to name that is typed

everyone could benefit when exact spelling is not known
Guest over 2 years ago in Case Management / Search 0 Planned

Family/Friends Search Capability

Users would like the option to search for friends/family members by typing in their contact, i.e. phone/email, similar to our global search functionality. Ideally, searching would allow them to view the full F&F contact details & let them ...
Jessie Goggans about 2 years ago in Case Management / Family & Friends 0 Planned