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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 403 of 544

Populate case info on Cash cases from At Need cases

When I enter a new cash sale from a family that we already served, it would be helpful and time saving if the address info populated when you start to enter the name info
Guest almost 2 years ago in Case Management / Data Entry 0 Future consideration

Merchandise reports

There are some reports that I would find really useful that don't exist--or at least I don't think they exist. Basically, I want to know what our most popular caskets have been over the last 2 years. But all I can get is a list of ALL of the merch...
Holly Stammis almost 2 years ago in Case Management / User Report 0 Planned

Disposition page: Add space to enter grave location GPS coordinates with lot description.

We often don't have access to lot description in our various private cemeteries, but we make note of their GPS coordinates on every grave for future reference.
Joseph Schuller almost 2 years ago in Case Management / Case 0 Future consideration

Background or font color for notifications

Unless I'm sitting at a PC and have my window full size, (so basically, when I'm using my phone, tablet, or have a split screen on my PC), the background of the note notifications is a light gray, and the font is white. So it's unreadable. Which m...
Holly Stammis almost 2 years ago in Case Management / Notifications 0 Planned

Add Coroner/ME contacted box to First call

I'm having a hard time getting this box accurately checked off by staff for every case, and I just realized it's because it's not on the first call page. I'd like to see this check box added to the first call page, preferably by either the locatio...
Holly Stammis almost 2 years ago in Case Management / Data Entry 0 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

Create reports based off dashboard tab information

I currently have several dashboard tabs set up for specific information I use for different tasks on a daily basis. I also create additional customized tabs for special projects. It would be extremely helpful to be able to export the information d...
Guest almost 4 years ago in Case Management / Reports & Dashboards 1 New

Owner Information on Pet Cases - Basic Info

The Basic Info page of a pet case allows you to enter the owner information. It does not however allow you to enter their phone number or email address. You must visit the Family & Friends page to do so which is several extra clicks. This area...
Erin Merriott almost 2 years ago in Case Management / Data Entry 0 Planned

Custom Fields for Pet Cases

Currently we have custom fields available for every case type except pet. We need these for pet cases as well.
Erin Merriott almost 2 years ago in Case Management / Data Entry 0 Planned

Default Branch per Case Type

We need the ability to default a branch per case type. Currently all branches show for all case types when creating cases. We have a large number of customers with a pet branch that should only be available for pet cases to reduce entry error. Sam...
Erin Merriott almost 2 years ago in Case Management / Case 0 Planned