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Family & Friends

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Family & Friends Radio Button For Deceased

Would be helpful to move radio button for living/deceased up next to name of family friends when entering data instead of having to drop down to additional information everytime.
Clayton White 3 months ago in Case Management / Family & Friends 0 Future consideration

Saving SSN for all family members

Currently we can only save SSN for Purchaser and Co-Purchaser. It would be helpful to have this ability for other family members, when they provide it, for future services.
Guest 4 months ago in Case Management / Family & Friends 0 Future consideration

Family & Friends Spouse Option

It would be very helpful in my opinion to have an available option when a family member is listed to have a space for their spouse or significant other. Also it would need to populate that person in parentheses in the obituary.
Guest 5 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 6 months ago in Case Management / Family & Friends 0 Future consideration

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.

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Guest 8 months ago in Case Management / Family & Friends 0 Future consideration

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 1 year ago in Case Management / Family & Friends 4 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 1 year ago in Case Management / Family & Friends 2 Future consideration

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.
Anna Andrews over 1 year ago in Case Management / Family & Friends 0 Future consideration

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...
Guest over 2 years ago in Case Management / Family & Friends 0 Future consideration