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1 Vote

Family/Friends Search Capability

Users would like the option to search for friends/family members by typing in their contact, i.e. phone/email, similar to our global search functionality. Ideally, searching would allow them to view the full F&F contact details & let them ...

Created 12 May 02:10pm by Jessie Goggans

Case Management / Family & Friends

0 New
4 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

0 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

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

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

Adding an "Urn Recipient" role for family and friends

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
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 back ...

Created 18 Dec 08:55pm by Matt Murphy

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