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ARRANGE-I-1957
ARRANGE-I-1957

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1 VOTE

Status Planned

Workspace Case Management

Categories Family & Friends

Created by Angela Anello

Created on Nov 20, 2024

RELATED IDEAS

When searching for a family member on a case, show their name as part of the search results.
Alphabetize only the last name that you are searching
Remember Preneed Next of Kin when converting to Atneed
Add Suffix and Title Options on Case Summary
Create an override so that the "Preferred Name" overrides the legal name on contracts, reports, etc
Family and Friends: Add the ability to view details from anywhere names are shown
The ability to print name tags from the family listing
Family and Friends come over when link a cash sale to an At Need
search ability on Field Name for mapping
Add the tag to the Clergy Record document for Location Name with Address

Alternative Name Search

I have a preneed with a son in law in charge that has a nickname that he goes by and I entered it under alternative name AND display name under friends and family. Since that is how he is known, I searched him to find the preneed and there were no results found. Can you make alternate and display names searchable also?

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