Pinned ideas

PINNED Check for duplicate decedent names.

We continually have issues with multiple users started the same case. Data must be re-entered. I would be helpful to have the system check for duplicates when entering a decedent last name to avoid these types of issues. Even a "merge" record woul...

Data Entry

Showing 48 of 559

3 VOTE

calculate the persons age automatically

one less thing to do

Guest 8 days ago in Case Management / Data Entry 1 Gathering interest

1 VOTE

Find Veteran on Vitals Page

When searching for a field on the Vitals page, "Veteran" is not an option. Please add that to the dropdown list so that it is easier and faster to find this field.

Guest 16 days ago in Case Management / Data Entry 0 Planned

2 VOTE

Add a place to add clergy name

Need a place to record the clergy name so that it can be found if we are doing a case and want to see who the clergy was on a previous case.

Charles Evans 22 days ago in Case Management / Data Entry 1 Gathering interest

9 VOTE

A checkbox for "Stillborn" that will gray out or disable date of birth/date of death

While not often, our firm handles cremations and burials for stillborn infants. The category of "stillborn" is available as an option on most forms in our state -- the best workaround currently is to put the date of birth and death as the same dat...

Joe Laedtke 3 months ago in Case Management / Data Entry 1 Future consideration

1 VOTE

Move SSN on Vitals Page

Could you please move SSN above marital status on the Beta version of the Vitals page? Currently, you select Marital Status first, then if a spouse exists, their first & last name boxes appear. The SSN box is immediately after the spouse. At f...

Guest 4 months ago in Case Management / Data Entry 0 Planned

5 VOTE

Display Pre Need differently than At Need

It would be helpful if text entered as a Pre could display in a different color. When moving to At Need sometimes data changes and it's hard to figure what was selected as a Pre versus what is being selected during an at-need arrangement. The abil...

Jill Materia 5 months ago in Case Management / Data Entry 0 Future consideration

2 VOTE

Tour of Duty Populate from Basic Veteran Info

Any way to have the Tour of Duty auto fill from the Basic Info on the Veteran page? It seems a waste of time to enter the same information multiple times.

John Glueckert 6 months ago in Case Management / Data Entry 1 Future consideration

1 VOTE

Add Date/Address to Disposition for Final Disposition of Cremated Remains

There is no way to enter a date of final disposition for cremated remains or the address of the location. Since disposition often happens at an address other than the crematory and on a different date, there should be a way to enter the date of fi...

John Glueckert 6 months ago in Case Management / Data Entry 0 Planned

1 VOTE

Vitals Beta: Unintentional duplication when adding Transfer Authorizer and Embalming Authorizer

On the Vitals page, if adding Transfer Authorizer AND ALSO an Embalming Authorizer and they're the same person, the person gets added to F&F twice.

Guest 6 months ago in Case Management / Data Entry 0 Planned

3 VOTE

Add the ability to @ within a Custom Field

Please add the ability to send an @ notification within a custom field text box.

Guest 7 months ago in Case Management / Data Entry 0 Future consideration

Please enter your email address

FILTER BY CATEGORY