Search Bar and Categories on People Selector

Scrolling through a long list of people when you are assigning staff or family members to tasks, cases, payments, etc., is less than ideal! So, we improved the people selector pop-up by adding an intelligent and flexible search bar that allows you to search by name or relationship to the decedent.

We also split up the list of people into two categories: staff and family. That way, you can decipher the list of people faster and easier.

This improvement was driven by suggestions we received from people like you! We love to hear from you about how we can Gather a stronger tool for your team, as we are always continuing to improve your experience.