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Appointments

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In Arrangement tab NOTHING SHOULD BE MANDATORY

you might not know all the info when starting the page. and its a real pain
Matt Murphy 24 days ago in Case Management / Appointments 0 Gathering interest

"Appointment With" Field

On the Vitals page in the Arrangement Section the "Appointment With" field is not currently listed as required but will not let you save the page if you do not input a FD. Could this field either have an asterisk that it is required or be not requ...
Guest about 2 months ago in Case Management / Appointments 0 Gathering interest

Multiple appointment options for Preneed

I noticed you can add an event for more than one appointment in an at need case, but I would like to see the same option for preneed appointments. Sometimes families require more than one preneed appointment especially if they are undecided about ...
Angela Anello about 2 months ago in Case Management / Appointments 0 Gathering interest