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6 Vote

Ability to customize Family & Friends Fields Placement

Users would like the option to customize which fields show initially when adding in new Family & Friends. For example: moving the "Spouse" field out of "Additional Information" to the primary view, so that this is easily edited. Some users fin...

Created 26 May 04:53pm by Jessie Goggans

Case Management / Family & Friends

2 Gathering interest
2 Vote

Place to put the number of grandchildren/great-grandchildren w/o listing them.

A lot of funeral homes list the number of grands/great-grands in the obit or memorial printing without having all of their first & last names. It would be great to be able to just put in the number & relationship

Created 16 Jun 08:53pm by Madison Hicks

Case Management / Family & Friends

0 Gathering interest
4 Vote

Upload Fingerprints

It would really be great to have a place to upload fingerprints…. I use the 2nd photo spot when I can but often use it for an actual second photo. -Jewell Shivery

Created 24 May 02:30pm by Guest

Case Management / Care Center

0 Gathering interest
2 Vote

Copy Single or Multiple Family & Friends

A customer requested the ability to copy Family & Friends (single or multiple) from an existing case to another. This would be for all case types.

Created 1 Jun 08:59pm by Erin Merriott

Case Management / Family & Friends

0 Planned
1 Vote

Show Balance including pending payments

Currently on the Payments and Adjustments page, if there are pending payments from preneeds or insurance, those are not reflected in the balance due, and rightly so. However, could you possibly add another line that shows the balance, including pe...

Created 17 Jun 02:53pm by Guest

Case Management / Goods & Services

0 Gathering interest
5 Vote

New Role for Cremains Pickup

While there is a spot in the care center to record who picked up cremains, it would be helpful to add a cremains pickup role like there is a DC recipient role.

Created 29 Mar 04:55pm by Anna Andrews

Case Management / Family & Friends

1 Future consideration
1 Vote

Add 2nd Driver Option to Transfer Page

On the Transfer Page, under Transfer Detail, it would be most helpful if a drop down field would be added for a 2nd Driver. I would think that most funeral homes use 2 staff members when doing a removal from a home. I type the 2nd driver's name in...

Created 15 Jun 01:12pm by Guest

Case Management / Data Entry

0 Gathering interest
2 Vote

Comparing completion of tasks in one space

Is there a way to create a dashboard or report that would allow us to see all of the tasks per case In one spot? For example: Vital Info is complete Additional Info is required DC composed by funeral director DC sent to doctor for signature Signed...

Created 23 May 05:29pm by Dione DeMitro

Case Management / Checklist

0 Planned
34 Vote

Account codes and dates displayed on the Goods & Services screen

Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals. Date are also very helpful so that we can see, at a very quick gla...

Created 9 Apr 06:09pm by Londa Darwin

Case Management / Goods & Services

3 Planned
2 Vote

Disposition page: Add place to download photo of monument/marker similar to obituary page.

No description provided

Created 16 May 02:15pm by Joseph Schuller

Case Management / Case

1 Gathering interest