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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...

Case Management

Showing 193

allow multiple selections for military branches

We have several people in our area that have served in multiple branches but only 1 can be selected.
Guest over 3 years ago in Case Management 0 Planned

Ability to "Lock" Creation of Duplicate Case Identifiers

Customer indicated the warning that a case id is already in use is not enough to deter users from creating duplicate case ids. In turn this causes major accounting export issues. They want to allow their locations to manually enter case ids, but t...
Erin Merriott over 3 years ago in Case Management / Case Identifier 0 Planned

Ability to Re-size the "Alerts" Column on Case Listing

The Alerts column gives no column header to verify it is as small as the largest word in the title like all other columns and the only thing in the column is a bookmark symbol. It should be able to resize smaller so that it does not take up so muc...
Gayla Satre over 3 years ago in Case Management 0 Planned

Being able to create a batch report that filters by certain time periods in specific order ex. Date of Death.

It would be great if we could produce a batch form with the contracts for a specific time frame in the order of date of death. This would be helpful in pulling data from the contracts for a specific time period. Having these in order by date of is...
Guest over 3 years ago in Case Management / System Report 1 Planned

Varies by CST Transactions not Ideal for Cash Sale Cases

User Story There are transactions that can vary the debit and credit accounts, depending on the Client Service Type selected for a case. This however is not possible with Cash Sale cases, since they do not have a Client Service Type selector. Righ...
Daniell Jara over 3 years ago in Case Management / Accounting 2 Planned

Funeral Innovations Preview Option

Would like to be able to preview data before syncing to my Funeral Innovations site. Right now the sync button immediately posts the information to my live website, which has caused frustration. I would like to be able to see all of the data synci...
Guest almost 4 years ago in Case Management / Integrations 4 Planned

Allow for Formatting in Organization Messages

Need to be able to format Organization Messages. Currently, if I create a message in bullet point format, or with spacing I feel is appropriate to serve as a quick reference organization message for staff, the formatting is disregarded once I publ...
Jay McAfee almost 4 years ago in Case Management 0 Planned

Remove Converted Imminent Needs from the Imminent Need Filter

When converting a case from Imminent to AtNeed the case still remains in a tab with the Filter Imminent Need Cases. It would be helpful for them to not show in that filter once converted so that we can properly track our active imminent need cases...
Guest almost 4 years ago in Case Management / Reports & Dashboards 1 Planned

Having a link in goods & services to a corresponding cash sale

I don't think there is currently a way to know that a cash sale exists relating to a specific case UNLESS you open each cash sale to see if there is a case reference on the basic info page. Even though it does link back to the case from within the...
Guest almost 4 years ago in Case Management / Goods & Services 1 Planned

CLAIMCHECK Beneficiary Funeral Home Option

Currently only the servicing funeral home or a person can be selected as the beneficiary on a CLAIMCHECK Assignment. I am needing the option to select another funeral home as the beneficiary, we are seeing insurance policies that are assigned to f...
Denise Chabarria almost 4 years ago in Case Management / Integrations 0 Planned