When converting a pre-need to at-need the client service type is changed to the first CST based on alphabetical order. So If I have "Cremation with Service" pre-need, it is changed to "Body Present Cremation" because B comes before C. Is there a w...

There are often multiple rolodex entries for places with the same name (there are 6 DIFFERENT St. Mary's Churches in the areas surrounding Cleveland) when scheduling a service and choosing a venue, it would be nice to see the city, state in the dr...

one less thing to do

When creating custom questions, it would be nice to be able to create checkboxes or radio boxes to select responses from families. Or if we could have formatting for the questions themselves. I wanted to be able to add my client service types with...

The field for cause of death cuts off text. if it could be expanded or if you could hover over the options to see the full text, it would be super helpful!

Users would like the option to add in decedent weight on the initial case creation modal, both in the web and mobile apps. Decedent weight is often collected at the time of pickup.

When a preneed case goes atneed and the caller is a family member, you wind up with that family member listed twice in the family and friends section. Could there be a pulldown to select a family member that's already in the family and friends? It...

When creating a first call, a weight is essential to know the personnel and resources needed for the pickup, regardless if it is a cremation or not. Height would also be helpful as it is a good identifier of the decedent.

In the First Call and Vital Statics pages, there doesn't appear to be a place to write the Decedent's Time of Birth. While that's not a very standard piece of information, it would be beneficial to provide a conditional field to select the time of...

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...