đź’ˇ Share your Ideas!
Add a new idea Subscribe
Status Planned
Workspace Case Management
Categories Rolodex
Created by Tarrence Price
Created on Nov 26, 2021

RELATED IDEAS

Shipping Information Pull From Rolodex

I spoke with Glenn at Mckoon Funeral Home and he said they do a lot of shipping and it would be beneficial for the "ship from" and "ship to" dropdowns to pull from the rolodex. Currently, the only options are the branches of that organization. It would be helpful if it was pulling from the rolodex rather than the corporate info page

  • Attach files
  • Clayton White
    Reply
    |     Mar 1, 2023

    Would be beneficial to add to the rolodex or pull from rolodex the receiving funeral home instead of entering as other.

1 MERGED

Pull Funeral Homes from Rolodex in Ship To/From Dropdowns

Merged
On the Shipping Information page, if you choose Facility Type "Funeral Home" the only options are the existing funeral home you are logged in to. We would like for this to allow us to choose from any Funeral Home we have listed in our Rolodex.
Guest almost 2 years ago in Case Management / Case 0 Planned