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9 Vote

Ability to Default a Funeral Director

It would be really beneficial to have the ability to set a default Funeral Director especially when there is only one Funeral Director in the Funeral Home. This way the funeral director doesnt have to assign themselves to every single case.

Created 20 Apr 04:28pm by Guest

Case Management / Data Entry

1 Planned
1 Vote

Services - End Time

Customer requested the ability to schedule a service without needing to enter an end time. He stated that he needs to get a service date and start time on the calendar, but doesn't always know the end time based on the family/religion.

Created 8 Jun 04:16pm by Erin Merriott

Case Management / Data Entry

0 Gathering interest
29 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 gl...

Created 9 Apr 06:09pm by Londa Darwin

Case Management / Goods & Services

3 Future consideration
22 Vote

Autosave when you change pages

It would be nice if you could transfer pages without having to save, an auto save when you shift maybe.

Created 4 Feb 09:47pm by Product Team

Case Management / Data Entry

1 Future consideration
1 Vote

Care Center - Mention Users Capability

Users would like the option to "Mention" other users in the Care Center, specifically in Cremation Tracking Notes sections (see screenshot). This capability should match what is available elsewhere in the system (i.e. Internal Notes) and would ben...

Created 25 May 07:05pm by Jessie Goggans

Case Management / Care Center

0 Gathering interest
1 Vote

Care Center - Cremation Tracking Customization

User would like to be able to customize titles of each section under "Care Center > Cremation > Cremation Tracking (see attached). It will help users to have the option to rename the Cremation Process steps in a way that best fits their own...

Created 25 May 06:50pm by Jessie Goggans

Case Management / Care Center

0 Gathering interest
10 Vote

Add Funeral Options Page on Imminent-Need Cases

User StoryImminent Need cases need to have the Funeral Options page available under Arrangement just as Pre-Need and At-Need cases. This is possibly more important on Imminent Need than Pre-Need as the Funeral plans are expected to take place soon...

Created 21 Sep 03:30pm by Kaylan Johnson

Case Management / Data Entry

2 Planned
4 Vote

Ability to add a person in the Pick up Cremated Remains box

O'Connor would like to be able to add a new person as the Acquaintance in the Pick up Cremated Remains box if the are not already on the family and friends page. It would be more efficient if they could add it here instead of going back to F&F...

Created 19 Feb 04:38pm by Guest

Case Management / Care Center

0 Planned
14 Vote

Collaboration Center Text Invites - Option for Default On/Off

Would like the Collaboration Center text message checkbox to have a settings option to be defaulted on or off. Right now the box is always checked "on", while I prefer to designate who should receive the texts manually. Every family and situation ...

Created 24 Mar 09:01pm by Guest

Case Management / Family & Friends

5 Planned
14 Vote

CRM functionality, Family Members/People should be unified

CRM functionality, Family Members \ People should be unified. Example: Brian Doe and Cindy Doe are the children of John DoeJohn Doe dies - Brian and Cindy are family / children in passareBrian Dies and Cindy is the NOK/Informant.Deceased Brian sho...

Created 24 Jan 02:58pm by Jim Golub

Case Management / Data Entry

3 Future consideration