Goods & Services

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Automatic Disclosures on Contract

This will be helpful to directors so they don't forget to add disclosures to each contract and risk potential fines. It seems to be a simple concept. As embalming is selected in the contract it triggers the embalming disclosure to be added to the ...

Guest about 1 month ago in Case Management / Goods & Services 0 Gathering interest

1 VOTE

Reminders on contract line items

it would be nice to have the ability to set reminders on an line item in the Goods & Services page. If a service is a month away, then we might not want to order the flowers or casket, or whatever the item may be so far in advance. Or if we do...

Susan Espinosa about 1 month ago in Case Management / Goods & Services 0 Gathering interest

1 VOTE

Receipt of Email Receipt

When we email receipt if there could be note that details if a receipt has already been emailed.

Guest 2 months ago in Case Management / Goods & Services 0 Gathering interest

1 VOTE

Quick Add Search Bar More Convenient If Can Add and Enter Line Items Consecutively; How It Has Been Until Recently

Funeral Directors would like the Quick Add Search Bar functionality back to how it was recently, where they could add a line item into the Quick Add Search Bar, press enter, automatically start typing another one, press enter, etc. It has changed ...

Guest 2 months ago in Case Management / Goods & Services 0 Gathering interest

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