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27 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
3 Vote

Populate At-Need tab with Pre-Need information in the case information side bar

When selecting counselor or secondary arranger in the Pre-Need tab it would be convenient to populate the At-Need tab with the name selected in the drop down.

Created 23 Jun 08:32pm by Guest

Case Management / Data Entry

1 Future consideration
1 Vote

drop down option for assigning funeral service roles and communicating those to staff via email/text

This is useful to not only the funeral director but administrative staff assisting to assign staff roles. It condences a two step process into one for better efficiency. It also had an option to add roles to the existing drop down if they were n...

Created 27 Aug 07:46pm by Guest

Case Management / Data Entry

0 Future consideration
3 Vote

Make Veteran Checkbox More Clear

There was an update sometime last year that moved the History of Military Service checkbox from its onw page in a case to under the address in Vital Statistics. Since this change we have had lots of Funeral Homes who do not like where it is as it ...

Created 10 Feb 04:53pm by Sierra Chaffin

Case Management / Data Entry

0 Future consideration
1 Vote

Add Field for Pet Date of Birth to be Captured Within the Pet Case Type

Users who handle Pet Cases need to be able to input the Pet Date of Death within the case and it should be included as a reportable field in User Reports. Date/Time of Death are recorded under Pet Information on the Basic Info page within Pet Case...

Created 28 Jul 03:17pm by Kaylan Johnson

Case Management / Data Entry

0 Future consideration
1 Vote

Services - End Time

Customer requested the ability to schedule a service without needing to enter an end time. He stated that he needs to get a service date and start time on the calendar, but doesn't always know the end time based on the family/religion.

Created 8 Jun 04:16pm by Erin Merriott

Case Management / Data Entry

0 Future consideration
2 Vote

"Location of Death - Other" Needs Fields to Enter an Address

Customer is requesting when you choose the Location of Death as "Other", the fields to enter an address would appear. Currently only a single text box is available.The example given was that a decedent passed at the daughter's residence. They woul...

Created 8 Jan 09:33pm by Erin Merriott

Case Management / Data Entry

0 Future consideration
2 Vote

Place for Mailing Address and Physical Address

In most of our areas we cover, we need to be able to enter both the mailing address and the physical address. This is because the town of residence is serviced by another town's post office. For example, 2345 North Road - Royalton, VT 05063 (Physi...

Created 26 Oct 09:25pm by Sierra Chaffin

Case Management / Data Entry

0 Future consideration
1 Vote

Connect Funeral Options & Disposition Pages

If we enter in a Burial event on Funeral Options, it should populate a "Burial" disposition on the Disposition page with details, and vice versa. Certain events should allow for these 2 pages to tie together (burials, cremation services, etc) tho...

Created 22 Apr 09:44pm by Jessie Goggans

Case Management / Data Entry

0 Future consideration
2 Vote

Adding pallbearers to the case file

User StoryPlease change adding to pallbearers to mimic the new way we can add in family members. And ditch needing to tag a relationship.

Created 17 Sep 07:32pm by Guest

Case Management / Data Entry

0 Future consideration