Skip to Main Content
đź’ˇ Share your Ideas!
Status Future consideration
Workspace Case Management
Categories Family & Friends
Created by Guest
Created on Dec 19, 2023

Reference Case Details for Deceased Family/Friends

When entering a family member and checking the deceased box for that person, make it so you can pull in the date of death, place of burial, etc. from that family member's case entry.

Example: The decedent is Jane Smith. We enter Jen Doe as her deceased mother. Jen's DOD and cemetery information can be populated into her family member profile in Jane's case from her own (vs. typing it all in manually when the system already has it).

  • Attach files