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Status Future consideration
Workspace Case Management
Categories User Report
Created by Guest
Created on May 13, 2024

add aftercare follow up fields for reports under rows to show = cases

This would benefit me as Aftercare Coordinator when inviting family members to the aftercare events we offer. Beneficial if report would pull aftercare names, phone number and mailing addresses when rows to show = cases so that the report only shows those names checked as aftercare follow-up and not pull all family names that I do not need having to format excel because the report pulled in every family/friend listed. Use report to create mailing labels for our events. Our aftercare is individual specific and event specific i.e. bus trip for widow/widower only, newsletter to only certain family members not invited to other events. other idea is to allow custom fields to be added to each individual under family/friends to be able to add events and thus pull only those names or allow us to add roles for our events so I could pull report based on roles. Right now it is time consuming to have to edit an excel spreadsheet because the report doesn't allow aftercare follow-up to be pulled on a case basis.

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