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Workspace Case Management
Created by Marcus Wilson
Created on Mar 5, 2020

Create "quick add" fields for Family & Friends

When entering Family & Friends, it would be helpful to have the option to add a family member by name and relationship alone, without going to a separate form to do so. If you wanted to add more detail, you could open up the form to do that after the fact.

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    Marcus Wilson
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    Apr 6, 2020

    We're currently asking customers to help us test out this new feature before we begin development! Click here to schedule a time to meet with our Product Team to see how this feature will work and help us test it out.