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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
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
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
2 Vote

On Family & Friends' Page, Show 'Suffix Name' for Each Person

Robert Justen at Justen Funeral Homes in McHenry, IL, called this week about the Suffix not showing in Family & Friends within the case. He explained that this can be an offensive issue if he refers to a family/friend in the wrong way during t...

Created 14 Nov 10:36pm by Guest

Case Management / Family & Friends

0 Future consideration
1 Vote

Family & Friends - Fax Number

Tammy with Mcafee is wondering if we can implement a fax number on the family & friends page for businesses "When entering new contacts on the Family & Friends page there is Not an option to add a Fax Number for Businesses and Organization...

Created 2 Nov 02:10pm by Tarrence Price

Case Management / Family & Friends

0 Future consideration
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
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

Change the Family and Friends Layout

I do not find the new format for adding family and friends helpful. It doesn't have a good flow and it is very chopped up.

Created 6 Oct 05:51pm by Tollie Haymaker

Case Management / Family & Friends

0 Future consideration