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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 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 about 2 months ago in Case Management / Data Entry 0 Planned

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 about 1 month ago in Case Management / Family & Friends 0 Planned

Add "Domestic Partner" as a Relationship

Please add "Domestic Partner" as a relationship when entering a family and friend. This is not the same as Common Law or Common Law Spouse. This idea is already planned, please add Domestic Partner as well.
Guest 5 months ago in Case Management / Family & Friends 0 Planned

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 4 months ago in Case Management / Appointments 0 Planned

middle name on Family & Friends Page being added to the top section

On the Family & Friends page currently you have to click on the additional information to add the middle name of the family member. It would be much more convenient to be able to add the middle name right there when adding the family member fi...
Chloe Jonas about 1 year ago in Case Management / Family & Friends 1 Planned

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 about 2 months ago in Case Management / Data Entry 0 Planned

Vitals - Marital Status - If "Widowed" selected and spouse name is entered, make the spouse Deceased

In the new Vitals page, when you select a marital status of anything other than single or never married, the spouse fields appear, which is great. However, to improve this, if the marital status chosen was "Widowed", the spouse entered, should als...
Guest over 1 year ago in Case Management / Family & Friends 0 Planned

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 about 2 months ago in Case Management / Care Center 0 Planned

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...
Londa Darwin about 5 years ago in Case Management / Goods & Services 3 Planned

"Appointment With" Field

On the Vitals page in the Arrangement Section the "Appointment With" field is not currently listed as required but will not let you save the page if you do not input a FD. Could this field either have an asterisk that it is required or be not requ...
Guest 6 months ago in Case Management / Appointments 0 Planned