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1 Vote

There needs to be a spot for "NA" on the parents. The death certificate system has one also. Not everyone knows their parents name. Leslie Buehler is an example on D22-011.

No description provided

Created 4 Oct 01:39pm by Guest

Case Management / Family & Friends

0 New
6 Vote

Place to put the number of grandchildren/great-grandchildren w/o listing them.

A lot of funeral homes list the number of grands/great-grands in the obit or memorial printing without having all of their first & last names. It would be great to be able to just put in the number & relationship

Created 16 Jun 08:53pm by Madison Hicks

Case Management / Family & Friends

0 Future consideration
2 Vote

Copy Single or Multiple Family & Friends

A customer requested the ability to copy Family & Friends (single or multiple) from an existing case to another. This would be for all case types.

Created 1 Jun 08:59pm by Erin Merriott

Case Management / Family & Friends

0 Planned
8 Vote

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...

Created 26 May 04:53pm by Jessie Goggans

Case Management / Family & Friends

4 Future consideration
8 Vote

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.

Created 29 Mar 04:55pm by Anna Andrews

Case Management / Family & Friends

2 Future consideration
1 Vote

Family and Friends come over when link a cash sale to an At Need

Currently, when a FH does a cash sale and links it to an at need, they have to reenter the purchaser name and information. I think it would really help my FHs to be able to select the family and friends from a drop down from the case it is linked to.

Created 28 Feb 10:57pm by Anna Andrews

Case Management / Family & Friends

0 Future consideration
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
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 Not being considered
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
3 Vote

Custom roles per organization

We have a "DC Recipient" and a "Survey Recipient" already. I would like to see an "Urn Recipient" role added so we can designate who is eligible to receive cremated remains. Ideally we would be able to list multiple people for this role (for crema...

Created 19 Dec 05:39pm by Guest

Case Management / Family & Friends

0 Future consideration