Passare Internal Ideas

There is an option to do it, but it doesn't work. Funeral Homes will sometimes have a base package, and then have other packages with that base package included. Right now if this happens you have to enter every item in the base package and the ad...

I see KBAs on creating custom forms and editing other things having to do with forms, but it would be helpful to have a KBA on how to make simple text edits to forms, specifically Word docs. I'm about to take a bunch of screen shots and having the...

I would like to be able to rearrange the order of my custom fields and also be able to use "Other" as an editable dropdown selection option.

Cindy at Heritage in WTFA asked me to correct the address listed on her Corporate Info and Branch Info pages as this was incorrect. However, they will soon be going through a location change and the address would need to be updated again. If the R...

Moloney is an example of a FH that uses Graystone and they have to have a User Report created. Every time someone needs this report, we have to 1) remember who else might be using it, 2) find the person who created the original report, and 3) doub...

It's pretty rare but sometimes we have questions on how to make a user inactive and/or remove their access to the Funeral Home (i.e., they've moved locations or they longer work there, etc.). We can do this for them, but if they are an Admin for t...

Under Run Report tab, Date Range should be Past Week. Current screenshot is for Last Week.