Future consideration | 💡 Share your Ideas!

There should be a shortcut button to the calendar from the daily agenda that shows on the Dashboard page so people can go straight into the calendar from that screen.

I have thought this myself and a funeral home brought it up yesterday because they liked the shortcut to templates and case files that appears on each page in the case.

Created 19 Jan 07:42pm by Anna Andrews

Case Management / Calendar

0 Future consideration

2 Vote

Personal Items

Customer requested a setting to default personal items on the Transfer page to "Dispose of" instead of "Return to Family".

Created 22 Sep 09:03pm by Erin Merriott

Case Management / Care Center

0 Future consideration

4 Vote

Ability to Split Check - Case and Non-Case Related Items

The customer stated they need the ability to write a single check to a vendor for an item that is case related (cremation auth fee) and an item that is non-case related (body bags). The check goes to the same vendor and currently she is having to ...

Created 25 Jan 06:52pm by Erin Merriott

Case Management / Check Writing

1 Future consideration

1 Vote

Ability to change order on lot description

It's not a big deal- and it might totally be a regional thing, but the order of lot description on the dispositions page is out of order from the way many of cemeteries by us do it. It's a little confusing visually to see things out of order. For ...

Created 18 Jan 09:16pm by Holly Stammis

Case Management / Data Entry

0 Future consideration

1 Vote

Hide & Rearrange Branches for Mobile App

Users would like more flexibility on the locations view within the mobile app. Rearranging the order of branches/locations (drag & drop), and hiding branches on the app. Ideally, these would be settings under Admin>Branches in the web app. ...

Created 11 Jan 11:11pm by Jessie Goggans

Mobile

0 Future consideration

7 Vote

Dashboard Widget for Check Lists

Within the Dashboards page, I would like to be able to see a Check Lists widget. This will allow me to view the progress of certain tasks for all cases at a quick-glance, without having to run reports or check individual cases) (tab per check list...

Created 3 Dec 03:01pm by Guest

Case Management / Checklist

0 Future consideration

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QB Desktop & QBO Integrations

Veteran Information Page

OFFLINE

Populate At-Need tab with Pre-Need information in the case information side bar

There should be a shortcut button to the calendar from the daily agenda that shows on the Dashboard page so people can go straight into the calendar from that screen.

Personal Items

Ability to Split Check - Case and Non-Case Related Items

Ability to change order on lot description

Hide & Rearrange Branches for Mobile App

Dashboard Widget for Check Lists

Filter by status

Filter by category

Identify yourself with your email address

QB Desktop & QBO Integrations

Veteran Information Page

OFFLINE

Populate At-Need tab with Pre-Need information in the case information side bar

There should be a shortcut button to the calendar from the daily agenda that shows on the Dashboard page so people can go straight into the calendar from that screen.

Personal Items

Ability to Split Check - Case and Non-Case Related Items

Ability to change order on lot description

Hide & Rearrange Branches for Mobile App

Dashboard Widget for Check Lists