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2 Vote

Custom Fields per Page

Customers would like to see custom fields per page rather than all on one separate page. The current setup leaves a lot of opportunity to miss entering important information since they must visit a complete different page. It would be ideal for cu...

Created 19 Apr 04:00pm by Erin Merriott

Case Management / Data Entry

0 Future consideration
4 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

0 Future consideration
1 Vote

Move Contract Due Date to the Goods and Services tab and make required. before printing SFG.

Almost every time I'm preparing a contract, I forget to indicate a due date. The reason is, because it's on the Payments and Adjustments tab. It makes much more sense for it to be on the G&S tab. Also, this date should be required before print...

Created 18 Mar 06:37pm by Guest

Case Management / Goods & Services

1 Future consideration
1 Vote

Custom Fields: Add type to include Family and Friends

Please add the ability to quickly send an email receipt to the payor (assuming an email address is provided) for any payment methods.

Created 18 Mar 05:17pm by Guest

Case Management / Payments & Adjustments

0 Future consideration
1 Vote

Claimcheck-checkmark uploaded documents in payment screen

It would be helpful if we could see a checkmark logo or maybe change the font color of claimcheck documents that have been submitted v ones that are still needed. The quick reference tool would be helpful under the "required documents" information...

Created 15 Mar 08:46pm by Guest

Case Management / Payments & Adjustments

0 Future consideration
1 Vote

Family and Friends come over when link a cash sale to an At Need

Currently, when a FH does a cash sale and links it to an at need, they have to reenter the purchaser name and information. I think it would really help my FHs to be able to select the family and friends from a drop down from the case it is linked to.

Created 28 Feb 10:57pm by Anna Andrews

Case Management / Family & Friends

0 Future consideration
1 Vote

Custom Fields: Add type to include Family and Friends

When setting up Custom Fields, as for the Field Type. It would be good if one of the options was to be able to choose from the Family and Friends table.

Created 18 Feb 06:56pm by Guest

Case Management / Data Entry

0 Future consideration
1 Vote

Veteran Information Page

On the Veteran Information page where you fill in additional information at the bottom for application for a flag, if you select "Other" as the person to receive the flag, there is no box that pops up to enter the details. It would be helpful to b...

Created 4 Feb 04:42pm by Erin Merriott

Case Management / Data Entry

0 Future consideration
1 Vote

Ability to change order on lot description

It's not a big deal- and it might totally be a regional thing, but the order of lot description on the dispositions page is out of order from the way many of cemeteries by us do it. It's a little confusing visually to see things out of order. For ...

Created 18 Jan 09:16pm by Holly Stammis

Case Management / Data Entry

0 Future consideration
3 Vote

Create a Dashboard from a Checklist

It would be great if we could create a Dashboard from a Created checklist

Created 6 Jan 01:38pm by Guest

Case Management / Checklist

3 Future consideration