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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

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We need a way to assign names of the people who are responsible for a funeral, calling hours etc. on the funeral option tabs. They need to show when we print a daily schedule.

When we have four funerals going at the same time we need to b e able to see at a glance who is assigned to what
Guest 13 days ago in Case Management / Data Entry 1 Gathering interest

Add "Save" button to prompt

If attempting to change pages without saving, you have a prompt pop-up with two options, "Leave" and "Cancel". Why not put a "Save" button there as a third option, so you don't have to first Cancel, then manually Save?
Guest 19 days ago in Case Management / Data Entry 0 Gathering interest