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Family & Friends

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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
Madison Hicks 6 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 6 months 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 8 months 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 9 months 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 almost 2 years ago in Case Management / Family & Friends 0 Future consideration