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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 75

Custom Fields Per Case Type

Would be beneficial to have custom fields per case type because if I use all 20 of my custom fields for information on a preneed. I no longer have any custom fields I can use for at-needs.
Sierra Chaffin almost 4 years ago in Case Management / Case 0 Shipped

Add Columns to Survey Report

Would like to add Contract Current Balance and Case Status as options for columns in the Survey Report.
Guest almost 4 years ago in Case Management / Reports & Dashboards 1 Shipped

Electronically sign documents in arrangement.

I would like the ability to have a family electronically sign documents on a tablet or iPad during an arrangement conference.
Guest almost 4 years ago in Case Management / Documents 0 Shipped

Aged Days Column to Stop Counting After Zero Balance

Aged Days User Report Column currently counts by Dynamic Filtering date and stops at report ran date, regardless of the contract balance. This incorrectly calculates zero balance cases and how quickly the contract was closed out. This column can b...
Jessie Goggans almost 4 years ago in Case Management / User Report 0 Shipped

Dashboard Filters - Sign Dates

Needing the ability to filter dashboards off of Invoice Signing - First, Invoice Signing - Last, and Invoice Signing - Any like we can in user reports.
Jessie Goggans almost 4 years ago in Case Management / Reports & Dashboards 0 Shipped

Pending Event on Calendar

Would like Pending Events to be scheduled onto System Calendar. That way, if an event is not solidified but there is a tentative date/time, we can see not to book another service then. We would like this kind of service to show as "pending" on the...
Guest almost 4 years ago in Case Management / Calendar 0 Shipped

Confirmation Notice (Green Bar)

When an update/change is made a Green bar shows at the bottom of the screen, confirming that update/change. This is great, unless you are updating, creating or changing several things & then a Green bar will show up for each item. This can qui...
Denise Chabarria almost 4 years ago in Case Management / Case 1 Shipped

Reminder Notifications

It would be useful if the text and email notifications were consistent and show 1. Case #/Name tagged, 2. Title of Reminder, and 3. Notes on the Reminder. Right now a text notification gives time due, case # and name, and the notes of the reminder...
Joanna Gore almost 4 years ago in Case Management / Case 0 Shipped

Accounting Lock Date History

Unlocking the Accounting Date and backdating items can be detrimental if the books have already been closed for the month. We need more accountability around this action. Ideally, it would have a history like the signing of the user that locked an...
Kelsey Swearingen almost 4 years ago in Case Management / Goods & Services 0 Shipped

Reporting on Checklist Tasks

While working with Client Service's customers on workflows, there currently isn't a way to report on checklist items that are not complete. The only output via User Reports is a list of all checklist items. Attached is a User Report showing row re...
Nick Tunheim almost 4 years ago in Case Management / User Report 1 Shipped