Promote custom Rolodex entries to use them for all case.
Promote Custom Entries
When someone enters a person, business, or organization from a case, the contact is saved to that case. However, it won't be available across all cases until a Funeral Home Admin promotes the custom entry to the Rolodex.
To manage your Rolodex/Contacts, hover Contacts and click either People or Organizations.
To view custom entries, select Filter Contacts.
Check the box for Custom entries only.
Click Show in a New Tab.
The new tab will show all the custom contacts that have been entered into cases.
Here you can delete duplicates, edit typos, and promote contacts that you'd like all cases.
Once you find the custom entry you want to promote, select the Name.
Scroll to the bottom of the page and check the box for Promote to Main Rolodex.
Click Save.
The contact will now appear as an option on all cases and will no longer appear under the filter, Custom Entries Only.
Case Only Custom Entries:
Admins have the option to prevent the creation of custom contacts.
Navigate to Settings > Organization > Organization Info.
Under Basic Information, check the box Custom Rolodex entries, created in a case, will be 'Case Only'
Click Save.
This option will apply to the entire organization.
Need more information?
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