đź’ˇ Share your Ideas!
ADD A NEW IDEA

Pinned ideas

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...
Share feedback 0

Case Management

Showing 417 of 561

Decouple SFG Sections and SFG Tags

If I use an SFG section for a document I cannot use an SFG tag for a separate document. Please allow both of these functions to work regardless of whether one is being used or not. An example would be using an SFG section for an at-need contract a...
Guest over 4 years ago in Case Management / Documents 0 Future consideration

Ability to Restore Deleted Checklists from Case

Idea: I have had a few instances where a checklist has been accidently deleted from a case, it would be nice if there was a way to add that deleted checklist back to the case. For example, on one of my cases I accidentally deleted the checklis...
Guest over 4 years ago in Case Management / Checklist 2 Not being considered

Ability to Rename the 'Custom Fields' Tab on the Navigation Bar

Within the navigation bar of a case, I would like the ability to rename the 'Custom Fields' tab, to something related to what I use the fields for.
Guest over 4 years ago in Case Management / Case 0 Not being considered

Credit Card Fee Calculator

For the credit card processing we really need to find a way to have it calculate the fee amount for them. They can even choose or 'bubble' if the Family or Funeral Home is paying the fee, then it calculates it for them. Similar to how it does in t...
Guest over 4 years ago in Case Management / Payments & Adjustments 0 Not being considered

Convert a preneed case to an imminent-need case

We we get notified of an impending death and there is already a preneed on file, we want to be able to convert that preneed case into an imminent-need case.
Guest over 4 years ago in Case Management / Case 3 Future consideration

Add 'Missing Signing' to User Reports Advance Filtering

Users would like to filter User Report on 'Missing Signing' Admin > User Reports > Add New Report > Contract Status (see mockup1)
Josh McQueen over 4 years ago in Case Management / User Report 0 Already exists

Create a Draft or Quote of a Contract

Families often want to see multiple variations of the contract. Would be great to be able to create multiples drafts or quotes within the same case.
JOEL WALTERS over 4 years ago in Case Management / Case / Goods & Services 0 Future consideration