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Adding an Attachment Column to the Dashboard

When Funeral Homes enter Pre Needs they typically scan the Pre Need contract and attach it to the Case Files. Right now if they are wanting to make sure the Pre Need contract is attached to the Case, they have to click into each Case. It would save a lot of time if we could add a column to the dashboard to indicate if there is an attachment in Case Files.

  • Guest
  • Jul 8 2021
  • Gathering interest
  • Attach files
  • Lizz Gasbarro commented
    8 Jul 02:04pm

    This is SO NEEDED. Please develop this. It would save us so much time!