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Data Entry

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Autosave when you change pages

It would be nice if you could transfer pages without having to save, an auto save when you shift maybe.
Product Team almost 3 years ago in Case Management / Data Entry 1 Future consideration

Add 2nd Driver Option to Transfer Page

On the Transfer Page, under Transfer Detail, it would be most helpful if a drop down field would be added for a 2nd Driver. I would think that most funeral homes use 2 staff members when doing a removal from a home. I type the 2nd driver's name in...
Guest 6 months ago in Case Management / Data Entry 0 Future consideration

ME Case number field

When we select that the Coroner/ME was contacted, it would be nice to have a field to enter the ME's case number. We need to reference this when we call the Cook County ME's office, and include it on the death certificate. Right now we are just pu...
Holly Stammis 7 months ago in Case Management / Data Entry 0 Future consideration

Custom Fields per Page

Customers would like to see custom fields per page rather than all on one separate page. The current setup leaves a lot of opportunity to miss entering important information since they must visit a complete different page. It would be ideal for cu...
Erin Merriott 8 months ago in Case Management / Data Entry 0 Future consideration

Add a list for Character of Discharge under the Veterans page

From Julie Silha at Schumacher Kish Funeral Home: With that being said, I promised you some information for the Veteran’s information screen to potentially create a dropdown list for Character of Discharge. Coming from a background of working with...
Guest 5 months ago in Case Management / Data Entry 0 Future consideration

Populate case info on Cash cases from At Need cases

When I enter a new cash sale from a family that we already served, it would be helpful and time saving if the address info populated when you start to enter the name info
Guest 6 months ago in Case Management / Data Entry 0 Future consideration

Add Funeral Director to Caller List

can you please add FUNERAL DIRECTOR to CALLER dropdown list. A hospital by us has that we use frequently has funeral directors on staff.
Guest 7 months ago in Case Management / Data Entry 0 Future consideration

Custom Fields: Add type to include Family and Friends

When setting up Custom Fields, as for the Field Type. It would be good if one of the options was to be able to choose from the Family and Friends table.
Guest 10 months ago in Case Management / Data Entry 0 Future consideration

Veteran Information Page

On the Veteran Information page where you fill in additional information at the bottom for application for a flag, if you select "Other" as the person to receive the flag, there is no box that pops up to enter the details. It would be helpful to b...
Erin Merriott 10 months ago in Case Management / Data Entry 0 Future consideration

Ability to change order on lot description

It's not a big deal- and it might totally be a regional thing, but the order of lot description on the dispositions page is out of order from the way many of cemeteries by us do it. It's a little confusing visually to see things out of order. For ...
Holly Stammis 11 months ago in Case Management / Data Entry 0 Future consideration