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Status Planned
Workspace Case Management
Categories Family & Friends
Created by Guest
Created on Dec 29, 2023

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"Do Not Contact" Role for Family/Friends

There are some cases where family members do not want us to give out information to specific people. It would be helpful to be able to add them to the friends/family list with a role of something to the effect of "Do Not Contact" so any other director would be able to know not to discuss case info with them if they called or came in.

  • ADMIN RESPONSE
    Jan 2, 2024

    Hello! We do have a checkbox on any acquaintance you add to a case called "Do Not Contact" that lets you specify this. Is that what you're looking for?

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  • Guest
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    |     Jan 3, 2024

    I saw that, but it would be great if it could be added as a role as well so we can see it on the main friends/family page or case summary page without clicking on the name.

2 MERGED

Add "Do Not Contact" check box to Family & Friends main page

Merged
Because we have a deep integration with FDLIC and DiGiCon and EverythingAfter, we often need to indicate on certain Family & Friends the "Do Not Contact" option if they should not be contacted. It's very difficult to remember to do this, but i...
Guest 11 months ago in Case Management / Family & Friends 0 Planned