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Status Shipped
Workspace Case Management
Created by Product Team
Created on Mar 10, 2020

RELATED IDEAS

Pre-Need Page Update

The Pre-Need case pages are set up like At-Need cases. As a user, this makes it difficult to use, as some of the information captured for Pre-Need is different than what is needed for At-Need. It would be great if the Pre-Need page was updated to better fit the information in a Pre-Need case.

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4 MERGED

Ability to track Pre-Need Insurance/Trust Company

Merged
As a user, it would be great to be able to track the insurance or trust company for a Pre-Need contract.
Product Team about 4 years ago in Case Management 0 Shipped
11 MERGED

Add 'Authorizing Agent' as a Role in Family & Friends

Merged
User Story A customer from Wisconsin says they could benefit from adding a new F&F role called Authorizing Agent, as this is not always the NOK or Informant.
Daniell Jara about 4 years ago in Case Management / Family & Friends 1 Shipped