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PINNED Check for duplicate decedent names.
We continually have issues with multiple users started the same case. Data must be re-entered. I would be helpful to have the system check for duplicates when entering a decedent last name to avoid these types of issues. Even a "merge" record woul...
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Add Social Security Field for Spouse if not Informant or Primary Purchaser

Currently only Friends and Family marked as Primary Purchaser, CoPurchaser, or Informant will have the option to enter their social security number. Sometimes, the Spouse is none of those roles but we still need to add their social for certain for...
Julie Hofmann 3 days ago in Case Management / Family & Friends 0 New

Pet Case - Remains Returned To dropdown include the Pet Business

Watson-Thomas Funeral Home does the majority of their pet business with Vet offices and are almost always returning the remains to the "pet business" from the rolodex. In the dropdown, the current options are just the owner or "other family member...
Chloe Jonas 11 days ago in Case Management / Data Entry 0 Planned

Add city, state next to rolodex entries in dropdowns for venues

There are often multiple rolodex entries for places with the same name (there are 6 DIFFERENT St. Mary's Churches in the areas surrounding Cleveland) when scheduling a service and choosing a venue, it would be nice to see the city, state in the dr...
Madison Hicks 11 days ago in Case Management / Data Entry 0 Planned

Completed tasks should automatically be moved to the bottom of the checklist within the case

Users with more comprehensive checklists experience inefficiency when looking through their checklist to view only incompleted tasks within the case. While there is an option to view inpcomplete tasks on the Tasks Dashboard, this does not help wit...
Kaylan Johnson 3 months ago in Case Management / Checklist 0 Closed

Funeral Options - Add Event Fields Blank

On the funeral options page, the fields under add event now have info prefilled. I've spoken with a few funeral homes who have expressed that this causes confusion. Can we perhaps have the event name, date, and time fields default to "select" inst...
Tarrence Price about 1 month ago in Case Management / Appointments 0 Gathering interest

Add Delivered To Locations on Merchandise Page of Care Center

Connelly McKinley said their vaults are always delivered directly to the cemetery not to the funeral homes. They need to be able to add new locations to the Delivered To on the merchandise page of the care center. Currently you can only pick from ...
Julie Hofmann 16 days ago in Case Management / Care Center 0 Planned

Care Center Tracking Checkbox

When you are in the process of converting a case to an at-need, most fields under case information light up as soon as you check the box before you hit save. Can this happen for the care center tracking box as well? Currently, you have to save and...
Tarrence Price 18 days ago in Case Management / Care Center 0 Gathering interest

Add a time found option for certification purposes.

Cutler Funeral Home requested an option for Time Found if Time of Death is uncertain. They will use time found for certain situations.
Ryan Patterson 18 days ago in Case Management / Data Entry 0 Already exists

Display Notes from Funeral Options Events on Case Summary/Schedule of Services section, printouts, and Funeral Options event list

Notes made within the Event on the Funeral Options page do not display outside of the widget for the Event. Notes should be displayed on the Funeral Options page list of events, on the printout for that page/section, as well as on the Case Summary...
Kaylan Johnson 3 months ago in Case Management / Appointments 0 Planned

Tracking on Desktop Program

It would be very beneficial for us to have tracking on the desktop version, since we don't always have our phones available, particularly when families are picking up urns at our front office.
Guest 3 months ago in Case Management / Data Entry 1 Future consideration