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Status Gathering interest
Workspace Case Management
Categories Files
Created by Madison Hicks
Created on Feb 10, 2025

Create Planning Center Originated documents to show in separate section

Create a tab on the Case Files page to separate files that originated from the Planning Center. Ideally, there would be 3 tabs:

1 for ALL Case Files, including files from the funeral home and the planning center, 1 for case files added only by the funeral home, and 1 for case files added from the Planning Center


This will be incredibly helpful when families are adding photos to the planning center because the case files page easily gets very cluttered.

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