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1 Vote

drop down option for assigning funeral service roles and communicating those to staff via email/text

This is useful to not only the funeral director but administrative staff assisting to assign staff roles. It condences a two step process into one for better efficiency. It also had an option to add roles to the existing drop down if they were n...

Created 27 Aug 07:46pm by Guest

Case Management / Data Entry

0 Future consideration
4 Vote

Add Decedent Date of Birth to the tool bar at the top of each page in a case. Krause would like this added under the DOD that is currently there.

Add Decedent Date of Birth to the tool bar at the top of each page in a case. Krause would like this added under the DOD that is currently there.

Created 11 Aug 01:49pm by Julie Hofmann

Case Management / Case

1 Future consideration
1 Vote

Work Flow for Approvals

Add a work flow process, specifically for Cremation Packets so that approvals and processing dates and by whom are documented as required by state

Created 29 Jul 04:28pm by Guest

Case Management / Care Center

0 Future consideration
1 Vote

Add Field for Pet Date of Birth to be Captured Within the Pet Case Type

Users who handle Pet Cases need to be able to input the Pet Date of Death within the case and it should be included as a reportable field in User Reports. Date/Time of Death are recorded under Pet Information on the Basic Info page within Pet Case...

Created 28 Jul 03:17pm by Kaylan Johnson

Case Management / Data Entry

0 Future consideration
1 Vote

Payers - Option to not add person/place to F&F page

When adding a payment and selecting "Other - Person/Business/Org", the payer is automatically added to the F&Fs page on the primary tab. This causes them to populate on documents listing family members when they shouldn't. We need the option/c...

Created 2 Jul 05:33pm by Erin Merriott

Case Management / Payments & Adjustments

1 Future consideration
3 Vote

Populate At-Need tab with Pre-Need information in the case information side bar

When selecting counselor or secondary arranger in the Pre-Need tab it would be convenient to populate the At-Need tab with the name selected in the drop down.

Created 23 Jun 08:32pm by Guest

Case Management / Data Entry

1 Future consideration
1 Vote

Family & Friends Communication Preference Field

Users would like to easily track the family member's preferred communication method (i.e. email, text, call, other). A radio button within each person's F&F contact would be ideal, as well as the ability to report on this data. This will be es...

Created 23 Jun 07:29pm by Jessie Goggans

Case Management / Family & Friends

0 Future consideration
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 Future consideration
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 Future consideration
1 Vote

Connect Funeral Options & Disposition Pages

If we enter in a Burial event on Funeral Options, it should populate a "Burial" disposition on the Disposition page with details, and vice versa. Certain events should allow for these 2 pages to tie together (burials, cremation services, etc) tho...

Created 22 Apr 09:44pm by Jessie Goggans

Case Management / Data Entry

0 Future consideration