Adding filter options for Case Checklist Reporting in User Report
There is currently not a way to filter a daily checklist report by completed or not completed tasks, it pulls the entire checklist when funeral homes have asked to see just what has not been completed
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Trae Cody
Aug 25, 2023
I could see this being very helpful when filtering by something such as “obituary completed” to see which cases still needed an obituary to be submitted.
I could see this being very helpful when filtering by something such as “obituary completed” to see which cases still needed an obituary to be submitted.