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...
Aftercare Report Death Date Anniversary Filter and Date Range
A user would like to add the ability to filter User Reports on the Death Date Anniversary of decedents for User Reports. In addition, a new Date Range needs to be added on the Run Your Report page for the last month of the last year (E.g., 07/01/2...
Exclude Deleted Cases Financials from Accounting Exports
Currently when running an accounting export, you can export financials from a case that has been deleted. In the sense of things if a case is deleted you would no longer need those financials therefore it can cause some confusion if the financial ...
SuperAdmins need the ability to view and edit any user report created. Ops are often asked by customers to edit reports created by other Ops members (currently employed or unemployed), or reports created by other FH users. We should be able to edi...
Users need to be able to pull the following System Reports and specify only Cash Sale Cases, just like they can all the other case types. Detailed Items Sold Detailed Sales Items Sold
It would be much more efficient if when creating a new document we could search for document mappings using any part of the tag name. Example: Need mapping for Marital Status; Tag Name: Decedent Marital Status I can't search for it by typing "mar"...
Users would like improvements to the Global Search tool: Prioritize search results by recently clicked, rather than number of clicks funeral homes typically juggle a handful of cases at a time and are quickly closing these contracts out, then movi...
When adding QB exports (Accounting > Accounting Reports > Add Report > QuickBooks), Ops has to check each checkbox ON individually. Our default setup for new QB customers is to check ON all boxes, which is done manually. Ops would like a ...
Could we have "Owner" info columns available for reporting on Pet Cases? Currently the only options in User Reports are Pet Business and Primary Purchaser.
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.
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