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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...
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Data Entry

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When creating a new case, and that screen pops up for basic information. It would be nice if that could be customizable so that you can add such as date of birth, Social Security number, doctors name or whatever information your Funeral Homeā€˜s gat...
Matt Murphy about 1 month ago in Case Management / Data Entry 0 Gathering interest