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1 Vote

Signing to Request a Check and Incomplete Inventory

Customer: It has become a growing issue for our busy funeral home and quite a pain to be required to sign a case before a check can be wrote and tied to the case. Increasingly more, there is inventory listed on the contract, but a serial number is...

Created 15 Sep 06:05pm by Erin Merriott

Case Management / Check Writing

0 New
2 Vote

Add an Attachment to the Memo on Check Writing

It would useful to have the ability to attach a document (E.g., a scanned PDF file) to the memo in Check Writing. For example, when writing a check, a customer would like to have the ability to attach a scanned receipt directly to a check for fu...

Created 18 Aug 08:00pm by Devin Pauly

Case Management / Check Writing

1 Gathering interest
4 Vote

Adding a range of non case related dates on the calendar

If a staff member is on vacation or is out for a period of time. It would be more effecient to be able to apply a date range for a non case related event.

Created 25 Jun 02:53pm by Guest

Case Management / Calendar

1 Future consideration
3 Vote

Search by Pre-Need Contract Number Entered on Payments & Adjustments Page

The ability to search by Pre-Need Contract number entered as a transaction on the Payments & Adjustments page from the Multi-Pane Case Listing. I have attached a screenshot below.

Created 14 Jun 02:36pm by Devin Pauly

Case Management / Search

0 Future consideration
1 Vote

Description Field for each Expense Acct on a Multiple Transaction Checks

Customer requested a description field for each expense acct/amount tied to a multiple transaction check. This would allow them to have record of the purchases for each expense account on a single check.

Created 27 May 09:46pm by Erin Merriott

Case Management / Check Writing

0 Future consideration
1 Vote

Ability to select more than 1 credit or debit acct in Bank Transactions

Customer requested the ability to select multiple credit or debit accts for Add Funds or Remove Funds on the Accounts page. The example given was when accounting for a transfer or other transactions there is often the amount + an additional charg...

Created 27 May 09:20pm by Erin Merriott

Case Management / Check Writing

0 Future consideration
1 Vote

Fields for Invoice Number and Invoice Due Date in Check Writing

Customer would like fields in check writing to enter the invoice number (or multiple invoice numbers if tied to a single check) and invoice due date for the bill they are paying with the check. We discussed using the memo or notes fields, but they...

Created 27 May 09:13pm by Erin Merriott

Case Management / Check Writing

1 Future consideration
1 Vote

Global Search Scroll Option

Users would like the Global Search to pull more search results than it currently does and offer a scroll in the dropdown when necessary. This helps users see more options for cases with common names, like "Smith".

Created 21 May 04:59pm by Jessie Goggans

Case Management / Search

0 Planned
2 Vote

Global Search Improvements

Users would like improvements to the Global Search tool:Prioritize search results by recently clicked, rather than number of clicksfuneral homes typically juggle a handful of cases at a time and are quickly closing these contracts out, then moving...

Created 21 May 04:49pm by Jessie Goggans

Case Management / Search

0 Planned
1 Vote

Search Bar & Ability to Save Filters/Tabs on Check Writing Page

Customers are requesting a search bar on the check writing page that allows them to search by check number, payee, amount, etc.They would also like to be able to save filters as tabs like you can on the case listing page. Currently if you need to ...

Created 16 Mar 06:22pm by Erin Merriott

Case Management / Check Writing

0 Future consideration