There are some occasions where a frequently used Contact from the Rolodex may need to be indicated on a case, for any reason, or populated on a form. The idea is to have "Rolodex Dropdown" added as a new "Field Type" in the Custom Field Edit/Setup...
When adding funeral homes to global forms, the system will take you back to the top of the list. This can slow the process down quite significantly, especially when it comes to orgs such as Vertin & Legacy, who have multiple locations. If we w...
Uploading documents to Contacts:It would be really helpful to be able to upload documents to individual "Contacts." (Similar to how we can upload "Case Files" for cases.) For example, cemeteries have price sheets they update regularly. Currently w...
