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14 Vote

Attach a document to a Rolodex entry

The ability to attach a document to a rolodex entry. We have many churches and cemeteries that have policies and fee schedules that would be helpful to have right in the rolodex.

Created 11 Mar 04:36pm by Alex Rydell

Case Management / Rolodex

0 Future consideration
3 Vote

Links to Service Providers Contact Info within Service

We would like to see "show address" and "show contact information" for the Service Providers. This is currently available for Venue information (Funeral Options > Add Service > Venue) but not for Service Providers. The system asks for the in...

Created 26 Mar 02:47pm by Guest

Case Management / Rolodex

0 Planned
2 Vote

Rolodex Check for Duplicates

User would like a "Check for Duplicates" function (like we currently have for SSN) that scans the rolodex for duplicate addresses. There are often businesses or venues that have name changes/variations, and this function will help users prevent du...

Created 12 May 01:41pm by Jessie Goggans

Case Management / Rolodex

0 Future consideration
2 Vote

Auto entry into Rolodex

When entering next of kin within a case, have it auto entry (or at least ask if it should be added) into the Rolodex. Also for every case, make an automatic entry in to the Rolodex as "Estate of (decedent's name)".

Created 21 Mar 09:44pm by Gayla Satre

Case Management / Rolodex

0 Future consideration
2 Vote

Shipping Information Pull From Rolodex

I spoke with Glenn at Mckoon Funeral Home and he said they do a lot of shipping and it would be beneficial for the "ship from" and "ship to" dropdowns to pull from the rolodex. Currently, the only options are the branches of that organization. It ...

Created 26 Nov 06:45pm by Tarrence Price

Case Management / Rolodex

0 Future consideration
1 Vote

Add License Number for Nurses in the Rolodex

In the state of Wisconsin, the Nurse license number is required on the Death Certificate.

Created 9 Jun 01:11pm by Julie Hofmann

Case Management / Rolodex

0 Future consideration
1 Vote

It would be convenient to be able to click on each individual person linked to another rolodex entry. When there are four pastors linked to one church, we have to back out from the screen and look up each individual person. If we could double click on each person linked, it would definitely simplify the process.

No description provided

Created 16 Feb 09:08pm by Guest

Case Management / Rolodex

0 Future consideration
1 Vote

Rolodex settings

Within Rolodex, add in the settings an option to include vendor and/or rolodex ids and possibly other information to appear on the opening page. Make the Rolodex user friendly to the logged-in user.

Created 3 Dec 06:28pm by Gayla Satre

Case Management / Rolodex

0 Future consideration
1 Vote

New Option for Location of Death

Please see screen shot. A customer asked for this and it is marked as shipped but isn't actually available. :(

Created 9 Mar 02:48pm by Erin Merriott

Case Management / Rolodex

0 Planned
1 Vote

Ability to Add Rolodex ID and Tax ID when Creating a New Rolodex Entry within a Case

Right now you can create the new entry within a case but you then have to visit the back end to complete the Rolodex ID and the Tax ID. Could this maybe be a new options tab at the end (so it's out of the way for those who don't need it) when crea...

Created 5 Nov 04:22pm by Erin Merriott

Case Management / Rolodex

0 Planned