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ARRANGE-I-1518
ARRANGE-I-1518
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Status
Planned
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Workspace
Case Management
Categories
Integrations
Created by
Guest
Created on
Mar 23, 2022
RELATED IDEAS
Every page: Top right corner where name, dates, case identifier is located, add the picture of the deceased.
Automated Task Assignment
Add drop down in service entry area on funeral options that states This Event is Not Staffed
System Calendar improvements
Change Case Status from Dashboard or Mass Archive Cases
Sort the Permit Number Column on the Dashboard
Create Planning Center Originated documents to show in separate section
Whiteboards\Conditional Display Rules: Include all fields that have Staff as options
Add a field to assign a user to the new prep due dates
Ability to Filter Rollup Documents by Item Signing Date
Include cemetery and arranging director in calendar drop down.
Saves time spent opening case to extract information. Facilitates staff and automotive assignments.
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