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Add Rolodex Dropdown Option to Custom Field Setup

There are some occasions where a frequently used Contact from the Rolodex may need to be indicated on a case, for any reason, or populated on a form. The idea is to have "Rolodex Dropdown" added as a new "Field Type" in the Custom Field Edit/Setup options that grants the ability to create custom fields that pull selections from the rolodex.

This would help serve the more obscure needs to show Rolodex Information when there are no dedicated places for them in Passare/in forms mappings.

Some examples would be:

  • Local Business
    - Alternative Burial Companies
    - Jewelers
    - Printing Services
    - Aftercare/Counseling
    - Emotional/Grief Support

  • Media/Journalism
    - Local Broadcasting Organizations
    - Journalists
    - Technological Providers

  • Financial Partners

  • Various Insurance Companies (especially non-traditional)
    - Travel
    - Commercial Auto
    - Fast Funding
    - Errors & Omissions

  • Community/Government Entities

Any one of these options on their own may not warrant a new Field Type in the Custom Fields Setup, but combined, this idea would provide a cover-all option for Funeral Homes that need to pull rolodex entries for more obscure uses and mappings.

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