Even a way to filter to see if there are checklists with incomplete tasks. I would love to glance at a dashboard that has just the people I need to follow up with re: headstones, or just death certificates that need to be finished, or whatever.
Erin Merriott commented
10 Jan 07:39pm
I have also had requests for the ability to check off tasks across multiple cases instead of having to enter each case individually.
Erin Merriott commented
10 Jan 07:37pm
I have had multiple requests for this and/or a checklist widget.
Guest
Even a way to filter to see if there are checklists with incomplete tasks. I would love to glance at a dashboard that has just the people I need to follow up with re: headstones, or just death certificates that need to be finished, or whatever.
I have also had requests for the ability to check off tasks across multiple cases instead of having to enter each case individually.
I have had multiple requests for this and/or a checklist widget.