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Status Future consideration
Workspace Case Management
Categories Case Goods & Services
Created by JOEL WALTERS
Created on Aug 27, 2019

RELATED IDEAS

Create a Draft or Quote of a Contract

Families often want to see multiple variations of the contract. Would be great to be able to create multiples drafts or quotes within the same case.

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1 MERGED

Add Case Type of Inquiry or Price Shopper

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It would be helpful to have a Case Type of Inquiry or Price Shopper so that whatever information we have could be accessible to everyone. Notes, contact information and the price information quoted would then be available. These callers could be i...
Angela Anello 11 days ago in Case Management / Case 0 Future consideration
2 MERGED

Create A Quote Option

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There are many families that ask for an estimate or a quote for a funeral service and being able to quickly compile that information in a non case related fashion would be very helpful. Ideally it would be beneficial to click Create, and within th...
Guest almost 3 years ago in Case Management / Goods & Services 1 Future consideration
1 MERGED

Multiple Contracts for Same Case

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When handling cases, we often run into scenarios where we need to create multiple contracts for the same case. For example, one entity is paying for disinterment, with another entity paying for the service and other burial accommodations. Currentl...
Cailen Franze almost 3 years ago in Case Management / Goods & Services 0 Future consideration
2 MERGED

Allow for Multiple Statements of Funeral Goods & Services

Merged
Many families are asking to see the difference in cost between different services and merchandise. Currently, we can only make one statement for the case and edit it.
Guest about 2 years ago in Case Management / Goods & Services 0 Future consideration