Detailed History on Family and Friends Page (Activity Feed)
Similar to the detailed history that is on the Goods and Services & Payments and Adjustments page. A few funeral homes would like to see the activity feed of who is creating family and friends contacts and who is manipulating data in each cont...
When someone's a name has an unusual or difficult pronunciation I would like to have a field near the name where I can enter it phonetically - so other staff can pronounce it properly when speaking with family. For decedent on vitals screen as wel...
Once a Family or Friend is entered into the system, it is safe to assume we will need to readily 'view' their contact information on-demand from time to time without necessarily needing to 'edit' their information. It would be nice is 2 small icon...
Please add the ability to add a secondary email address for Family/Friends. We often have loved ones provide us with their home and work email addresses and are asked to send correspondences to both. Right now we have no way to log them other than...
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...
Please create a Role called Executor/Executrix. This Role would be especially important to our Canadian firms where around 90% of the time there is an Executor that is the legal representative named in the will, and that person is not usually also...
I would like to see Passare ofer Aftercare system. We use one buts its just gotten so expensive that we dont really like to use it.
All families would benefit from it. Its like the survey send out, but instead its 5 cards ayear per family for first holiday, first anniversary of the loss for the first year only. It is ver effective.
