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The ability for directors to communicate through a online messaging process to leave notes to each other beyond the case notes.

This would allow us to keep up to date with each other on cases without adding it to the actual case notes section. I also believe this would be a great addition to the mobile app.
Guest 2 months ago in Case Management / Integrations 0 Planned

CLAIMCHECK Beneficiary Funeral Home Option

Currently only the servicing funeral home or a person can be selected as the beneficiary on a CLAIMCHECK Assignment. I am needing the option to select another funeral home as the beneficiary, we are seeing insurance policies that are assigned to f...
Denise Chabarria over 2 years ago in Case Management / Integrations 0 Planned

Multiple Website Sync Support

Ops & users would benefit from the ability for a single org to support syncing to multiple websites. Currently, a funeral home with different URLs per branch is required to either pick one website to sync or use separate orgs, when that may no...
Jessie Goggans over 1 year ago in Case Management / Integrations 0 Planned

Funeral Innovations Preview Option

Would like to be able to preview data before syncing to my Funeral Innovations site. Right now the sync button immediately posts the information to my live website, which has caused frustration. I would like to be able to see all of the data synci...
Guest over 2 years ago in Case Management / Integrations 4 Planned