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Family & Friends

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middle name on Family & Friends Page being added to the top section

On the Family & Friends page currently you have to click on the additional information to add the middle name of the family member. It would be much more convenient to be able to add the middle name right there when adding the family member fi...
Chloe Jonas 3 months ago in Case Management / Family & Friends 0 Planned

Add field on family & friends for non english speaker

On each family/friend, Funeral directors would like a yes/no for people that speak a language other than English and a field to fill in the language. This would be helpful for aftercare/surveys/PN leads so the funeral home can send proper communic...
Madison Hicks 20 days ago in Case Management / Family & Friends 0 Gathering interest

Vitals - Marital Status - If "Widowed" selected and spouse name is entered, make the spouse Deceased

In the new Vitals page, when you select a marital status of anything other than single or never married, the spouse fields appear, which is great. However, to improve this, if the marital status chosen was "Widowed", the spouse entered, should als...
Guest 4 months ago in Case Management / Family & Friends 0 Planned

"Do Not Contact" Role for Family/Friends

There are some cases where family members do not want us to give out information to specific people. It would be helpful to be able to add them to the friends/family list with a role of something to the effect of "Do Not Contact" so any other dire...
Guest 5 months ago in Case Management / Family & Friends 1 Planned

Phone Number

Showing the family members phone number next to the email address in family and friends would be helpful.
Guest about 1 month ago in Case Management / Family & Friends 0 Gathering interest

Ability to Add More Than 1 Email Address

Please add the ability to add a secondary email address for Family/Friends. We often have loved ones provide us with their home and work email addresses and are asked to send correspondences to both. Right now we have no way to log them other than...
Guest 7 months ago in Case Management / Family & Friends 0 Future consideration

New Role for Cremains Pickup

While there is a spot in the care center to record who picked up cremains, it would be helpful to add a cremains pickup role like there is a DC recipient role.
Anna Andrews about 2 years ago in Case Management / Family & Friends 2 Planned

Ability to customize Family & Friends Fields Placement

Users would like the option to customize which fields show initially when adding in new Family & Friends. For example: moving the "Spouse" field out of "Additional Information" to the primary view, so that this is easily edited. Some users fin...
Jessie Goggans about 2 years ago in Case Management / Family & Friends 4 Future consideration

Relationship of Great Great Grandchild and Great Great Great Grandchild

Having an option on the Family and Friends page for Great Great Grandchild, and Great Great Great Great Grandchild, for obituary purposes.
Guest 4 months ago in Case Management / Family & Friends 0 Future consideration

Relationship of Ex-Spouse

In the state of Massachusetts, it is required to have the ex-spouse listed on the death certificate. we currently do not have a way to mark this except for using "other" and cannot map this to a field because it might not always be the exspouse
Madison Hicks over 1 year ago in Case Management / Family & Friends 0 Planned