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Family & Friends

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View vs Edit 'Family and Friends'

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...
Guest 15 days ago in Case Management / Family & Friends 1 Gathering interest

Clean Up Preferred/Alternate Name on Family & Friends and Case Summary Pages

First of all, when creating a Family Member, there is no "Preferred Name" field. The field is called "Alternate Name", which isn't consistent to how it's displayed on the Case Summary Page. (Also worth noting that in Decedent Vitals, it's referred...
Guest about 1 month ago in Case Management / Family & Friends 0 Gathering interest

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...
Adrain Valerio 4 months ago in Case Management / Family & Friends 0 Future consideration

Add "Domestic Partner" as a Relationship

Please add "Domestic Partner" as a relationship when entering a family and friend. This is not the same as Common Law or Common Law Spouse. This idea is already planned, please add Domestic Partner as well.
Guest 8 months ago in Case Management / Family & Friends 0 Planned

Tick box for deceased spouse of Friends and Family

When adding the spouse of a family member within that family member's entry, there is no option to indicate if that spouse is deceased.
Angela Anello about 1 month ago in Case Management / Family & Friends 0 Gathering interest

Add Social Security Field for Spouse if not Informant or Primary Purchaser

Currently only Friends and Family marked as Primary Purchaser, CoPurchaser, or Informant will have the option to enter their social security number. Sometimes, the Spouse is none of those roles but we still need to add their social for certain for...
Julie Hofmann 5 months ago in Case Management / Family & Friends 0 Planned

middle name on Family & Friends Page being added to the top section

On the Family & Friends page currently you have to click on the additional information to add the middle name of the family member. It would be much more convenient to be able to add the middle name right there when adding the family member fi...
Chloe Jonas over 1 year ago in Case Management / Family & Friends 1 Planned

Field by names to enter pronounciations

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...
Ann Marie Terpstra about 1 year ago in Case Management / Family & Friends 0 Future consideration

Vitals - Marital Status - If "Widowed" selected and spouse name is entered, make the spouse Deceased

In the new Vitals page, when you select a marital status of anything other than single or never married, the spouse fields appear, which is great. However, to improve this, if the marital status chosen was "Widowed", the spouse entered, should als...
Guest over 1 year ago in Case Management / Family & Friends 0 Planned

Veteran Section for Family Members

Next to the demographic section on the vitals page could there be a section that would let you input Veteran Information for the spouse?
Adrain Valerio 7 months ago in Case Management / Family & Friends 0 Future consideration