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Status Planned
Workspace Case Management
Categories Family & Friends
Created by Guest
Created on Jan 24, 2020
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit ARRANGE-I-945 Add the tag to the Clergy Record document for Location Name with Address.

Clergy Notes - Things that would help me. Merged

When preparing clergy notes, we often have to input by hand on the downloaded document, the names of the grandchild and great grandchild because we do not include their last names. It would be more beneficial to be able to input the children names in Passare, instead of having to add an extra step.

Also currently the informant's relation doesn't come over from Passare. We find it helpful to include the relationship next to the NOK on the clergy notes.

Lastly, it would be helpful if the marital status came over. Currently when we have unmarried persons we have to go back and edit the clergy notes to show "never married".

  • Jim Golub
    Reply
    |
    Feb 6, 2020

    Not a complete solution, but my clergy notes form includes pulling the obituary which would show some of those relationships.