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14 Vote

Collaboration Center Text Invites - Option for Default On/Off

Would like the Collaboration Center text message checkbox to have a settings option to be defaulted on or off. Right now the box is always checked "on", while I prefer to designate who should receive the texts manually. Every family and situation ...

Created 24 Mar 09:01pm by Guest

Case Management / Family & Friends

5 Planned
7 Vote

Family & Friends - Beneficiary Role

Beneficiaries don't appear in the order that they are selected on insurance assignments on the payments & adjustments page. Instead they are in order of how they are listed on the F&F page. I'm wondering if it's best to add a role for bene...

Created 25 Sep 07:51pm by Tarrence Price

Case Management / Family & Friends

0 Planned
3 Vote

Customization for Family & Friend's Roles

It would be beneficial for Funeral Homes to have the ability to make different roles for Family & Friends per Instance. We've had different requests to add a specific role in the drop down, and it would be helpful for us to be able to add a ro...

Created 11 Feb 04:09pm by Guest

Case Management / Family & Friends

0 Future consideration
13 Vote

When Adding a Family & Friend, add a 'Save & Add Another' Button for Quicker Entry

IDEA SUMMARY"In the pop up window to add a friend/family, I wish there was a third button to “save and add another”. While it only saves a few clicks, it sure helps when you are entering 14 family members, so you don’t have to go back to the list....

Created 15 Nov 03:07pm by Kurt Edenbach

Case Management / Family & Friends

2 Planned
3 Vote

Linking Cases

It would be nice if you could link one case to another. Lets say your putting in a case and one of the family memebers has passed and that family member was a previous case in passare it would be nice if you could link them so you could look bac...

Created 18 Dec 08:55pm by Matt Murphy

Case Management / Family & Friends

0 Planned
4 Vote

Consent to Send Survey through Text

It would be useful to have an option next to a Mobile phone number for Family & Friends to have a checkbox for consent to send text messages. Then be able to run a report with this information so that we can legally send out text surveys to fa...

Created 5 May 04:19pm by Guest

Case Management / Family & Friends

1 Future consideration
1 Vote

Flag Recipient

In the Family & Friends portion, is it possible to create a "Flag Recipient" checkbox/role and have that person's information carryover onto the US Burial Flag Application so we do not have to enter that person's information twice? I could ver...

Created 12 Feb 05:55pm by Dana Dingmann

Case Management / Family & Friends

0 Future consideration
1 Vote

Add the Display Name field to the Family/Friends quick add feature.

The name that exports to the Messenger Integration is the Display Name. This would save any funeral home utilizing the integration a lot of time. Currently they are adding through Quick Add, then having to click into every Family/Friend just to ad...

Created 25 Jan 10:19pm by Guest

Case Management / Family & Friends

0 Planned
1 Vote

📞💬 WhatsApp Connection

It would be great if we can integrate Whatsapp with Case management. We can use many options and many ways to make integration between FDapp and Whatsapp but one of the easier ways to do it is adding a link into case with the following code:a href...

Created 21 Jan 06:27pm by Guest

Case Management / Family & Friends

0 Future consideration
2 Vote

Integration with PRECOA

There should be additional roles for the Family & Friends: "Precoa Submission Pre-Need" "Precoa Submission Online Review". When these are checked off, the information would be sent straight to Precoa upon closing the case. This would elimina...

Created 19 Aug 02:14pm by Crystal Van Orsdel

Case Management / Integrations / Family & Friends

0 Future consideration