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Ability to Restore Deleted Checklists from Case

Idea: I have had a few instances where a checklist has been accidently deleted from a case, it would be nice if there was a way to add that deleted checklist back to the case.


For example, on one of my cases I accidentally deleted the checklist for the death record progress, so on this case we had to revert back to the old way of tracking things, not the end of the world but it would have been nice to be able to just add the checklist back to the case.

  • Guest
  • Jan 8 2020
  • Not being considered
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  • Elizabeth Reed commented
    1 Oct, 2020 04:53pm

    Even if it doesn't restore original information to the case, just to have the checklists back and start from scratch is acceptable. The funeral directors accidentally delete it and we can't get it back to the case for them.

  • Admin
    Chris Baber commented
    28 Jan, 2020 04:10pm

    Thanks for the feedback! This is not something we have plans to put into production at this time. One thing we recommend, especially for checklists, is to create a screenshot or a copy and place it in a folder on your desktop. On the off-chance that something gets deleted, you’ll have a reference!