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Status Future consideration
Workspace Case Management
Categories Rolodex
Created by Guest
Created on Oct 28, 2024

Rolodex access within a case (specifically At-Need cases)

Having the ability to lookup a phone number or a cemetery charge in the rolodex while not having to leave the case would be extremely helpful. Even if you could do a quick search in the rolodex and click on the person/organization you need and then have it open in another tab would be helpful. Currently we have to have multiple tabs open in Passare and jump back and forth when grabbing important information from the rolodex.

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