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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...

Case Management

Showing 333 of 448

Select locations (branches) to merge to one calendar

The ability to download a calendar and select multiple branch locations would be helpful.
Guest 8 days ago in Case Management / Calendar 0 Gathering interest

Payment screen- Payor address Tab stops are out of order

Not a huge problem, but for those of us who are keyboard people and prefer to not use the mouse to activate a field..... When adding a payment, and adding the address details for the payor, the tab stops for the address are not in the correct orde...
Guest 5 days ago in Case Management / Payments & Adjustments 0 Gathering interest

branch assignment option for documents

We have a lot of funeral homes that have specific documents per branch. For example, a different contract for each branch. or branches that are in different cities/states require different forms. Being able to assign forms to only certain location...
Madison Hicks about 1 month ago in Case Management / Documents 0 Gathering interest

Add weight and height to all case types, entry in First Call

When creating a first call, a weight is essential to know the personnel and resources needed for the pickup, regardless if it is a cremation or not. Height would also be helpful as it is a good identifier of the decedent.
Dan OBrien 28 days ago in Case Management / Data Entry 0 Gathering interest

Pricelist, adding template

users might want to add multiple caskets at one time and have these items share the same tax table, reporting category, accounting code, etc. The goal would be to add similar items quickly so that all you have to do is modify, the name and price.
Guest about 2 months ago in Case Management / Price List 0 Future consideration

Add "Save" button to prompt

If attempting to change pages without saving, you have a prompt pop-up with two options, "Leave" and "Cancel". Why not put a "Save" button there as a third option, so you don't have to first Cancel, then manually Save?
Guest 2 months ago in Case Management / Data Entry 0 Future consideration

Ability to change the order of Custom Fields

It would very helpful to be able to change the order of our custom fields. Also, when fields are removed and added the numbering sequence gets completely thrown off.
Guest 2 months ago in Case Management 1 Planned

last name

Would like it if the cases are sorted by last name instead of first. Thank you.
Guest 18 days ago in Case Management / Data Entry 0 Already exists

ESignature Files

PLEASE add the Esignature Files to the case file listing on the lower right side. Having to go in and look to see if there are any Esignature files is a PAIN.
Guest 19 days ago in Case Management / Files 0 Gathering interest

Attach a document to a Rolodex entry

The ability to attach a document to a rolodex entry. We have many churches and cemeteries that have policies and fee schedules that would be helpful to have right in the rolodex.
Alex Rydell about 1 year ago in Case Management / Rolodex 0 Future consideration