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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
14 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
1 Vote

Add Step-Grandchild to Relationship dropdown on F&F page

Add Step-Grandchild to the relationship dropdown on the F&F page.

Created 27 Aug 04:08pm by Guest

Case Management / Family & Friends

0 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

1 Future consideration
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
1 Vote

The ability to print name tags from the family listing

I think it would be helpful to have a template that is able to generate the names of family members and their relationships to the deceased on labels that we can use as name tags for visitation and services.

Created 2 Jul 01:06pm by Guest

Case Management / Family & Friends

0 Gathering interest
1 Vote

Family & Friends Communication Preference Field

Users would like to easily track the family member's preferred communication method (i.e. email, text, call, other). A radio button within each person's F&F contact would be ideal, as well as the ability to report on this data. This will be es...

Created 23 Jun 07:29pm by Jessie Goggans

Case Management / Family & Friends

0 Future consideration
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
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