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1 Vote

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...

Created 15 Jun 01:12pm by Guest

Case Management / Data Entry

0 Gathering interest
31 Vote

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.

Created 4 Feb 09:47pm by Product Team

Case Management / Data Entry

1 Future consideration
1 Vote

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

Created 31 May 01:14pm by Guest

Case Management / Data Entry

0 Gathering interest
2 Vote

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...

Created 25 Apr 03:30pm by Holly Stammis

Case Management / Data Entry

0 Future consideration
2 Vote

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...

Created 19 Apr 04:00pm by Erin Merriott

Case Management / Data Entry

0 Future consideration
11 Vote

Ability to Default a Funeral Director

It would be really beneficial to have the ability to set a default Funeral Director especially when there is only one Funeral Director in the Funeral Home. This way the funeral director doesnt have to assign themselves to every single case.

Created 20 Apr 04:28pm by Guest

Case Management / Data Entry

1 Planned
1 Vote

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.

Created 13 May 01:47pm by Guest

Case Management / Data Entry

0 Gathering interest
1 Vote

Add Coroner/ME contacted box to First call

I'm having a hard time getting this box accurately checked off by staff for every case, and I just realized it's because it's not on the first call page. I'd like to see this check box added to the first call page, preferably by either the locatio...

Created 25 Apr 02:50pm by Holly Stammis

Case Management / Data Entry

0 Planned
13 Vote

When information is entered on one tab, it updates on all other applicable pages

User Story As a user, I would like for information entered on one tab to populate on all other applicable pages. For example, if you are in a case and navigate to the Arrangement Tab and under disposition: we enter Date of Disposition; Disposition...

Created 24 Jan 04:02pm by Guest

Case Management / Data Entry

1 Planned
1 Vote

Owner Information on Pet Cases - Basic Info

The Basic Info page of a pet case allows you to enter the owner information. It does not however allow you to enter their phone number or email address. You must visit the Family & Friends page to do so which is several extra clicks. This area...

Created 19 Apr 04:07pm by Erin Merriott

Case Management / Data Entry

0 Planned