💡 Share your Ideas!

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 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

📞💬 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
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
1 Vote

Notify Information will be Lost when hitting Close on Family & Friends Page

Would be very helpful for Passare to give the "information may be lost" reminder when hitting the close option on the Family & Friends page. At times when working quickly a customer may hit the close button instead of Save and it does not warn...

Created 22 Jul 05:23pm by Sierra Chaffin

Case Management / Family & Friends

0 Future consideration
1 Vote

"Legally Separated" option in marital status drop down

Idea SummaryFrom Stubbs-Conner Funeral Home:They would like a new option, within the martial status dropdown, of “legally separated”. This is something that is an option on the Ohio death certificate and they see it a lot. SpecificationsUnder Vita...

Created 16 Jan 07:31pm by Joanna Gore

Case Management / Family & Friends

0 Future consideration