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Status Planned
Workspace Case Management
Created by Product Team
Created on Feb 21, 2020

RELATED IDEAS

Ability to customize which fields are required

As a user, it would be nice to have the ability to customize which fields were required. For example, for pre-need cases, being able to make address and contact information required for family members. 

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1 MERGED

Don’t make any fields mandatory.

Merged
Sometimes if you don’t fill in everything that is required on the page and you hit save it deletes everything you entered. So lets not make things mandatory. Let us fill in what we want.
Matt Murphy over 1 year ago in Case Management / Case 0 Planned
1 MERGED

Have Prompts/Reminders for Funeral Directors to Complete Certain Fields

Merged
I would like some kind of prompt or something to require the funeral directors to choose a type of service and funeral director before signing . It would also be nice to make sure the DOD and DOS can't be the same date.
Guest over 3 years ago in Case Management 0 Planned
1 MERGED

Custom Fields: Add type to include Family and Friends

Merged
There are some fields in Passare that I would like to force my users to complete, and not skip over. I know this is possible for certain fields, before saving the page, or before printing the SFG. I would like to have the ability to define require...
Guest about 2 years ago in Case Management / Automations & Triggers 0 Planned