đź’ˇ Share your Ideas!
ADD A NEW IDEA

Profile

Showing 5

Permissions to Mark/Unmark Important Notes

There was mention to support that funeral homes would find it helpful to be able to mark other staff member's notes as "unimportant" so that their notes section wouldn't be flooded with notes that had been completed.
Guest about 2 months ago in Case Management / Notifications 0 Future consideration

Custom Notification Groups

The ability to @mention roles is great, but we often have exceptions to the permission sets that require a custom role. For example, we might have someone in the Crematory role that also sometimes work in the Care Center, so it would make sense fo...
John Meyer over 1 year ago in Case Management / Notifications 0 Future consideration

A way to respond to messages and notifications

We use the Organization Messages and Reminders and Notifications more and more to communicate. I could see us potentially moving away from Slack and text messaging for communicating our "outside of cases" conversations and memos. But the reasons w...
Holly Stammis over 3 years ago in Case Management / Notifications 1 Future consideration

Notification for unpaid accounts

It would be helpful if managers, accounting personnel and even directors could be alerted if the At-Need account is not paid in full before the due date.
Guest over 2 years ago in Case Management / Notifications 0 Future consideration

On the top banner of a case it would be helpful to have the age of the decedent in the format of years, months and days instead of just years.

No description provided
Michael Steele about 2 years ago in Case Management / Profile 0 Future consideration