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Case Management

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System Calendar improvements

How about different colors in the System Calendar, depending on the event or different color depending on the funeral home branch, like the common Outlook or Google calendar allows you to do. Helps them stand out better for company preferences. Ad...
Elizabeth Reed over 2 years ago in Case Management / Calendar 4 Future consideration

Account codes and dates displayed on the Goods & Services screen

Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals. Date are also very helpful so that we can see, at a very quick gla...
Londa Darwin over 2 years ago in Case Management / Goods & Services 3 Planned

Autosave when you change pages

It would be nice if you could transfer pages without having to save, an auto save when you shift maybe.
Product Team almost 3 years ago in Case Management / Data Entry 1 Future consideration

Pre-Need Page Update

The Pre-Need case pages are set up like At-Need cases. As a user, this makes it difficult to use, as some of the information captured for Pre-Need is different than what is needed for At-Need. It would be great if the Pre-Need page was updated to ...
Product Team over 2 years ago in Case Management 0 Planned

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 9 months ago in Case Management / Rolodex 0 Future consideration

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 about 3 years ago in Case Management / Case 3 Future consideration

Ability to Hide/View Certain Fields

User Story I would like the ability to hide/view certain fields on pages within a case, such as the Vital Stats. Currently, there are several fields within the various case pages that we do not use, which makes it more difficult to fill out case d...
Daniell Jara over 1 year ago in Case Management 1 Planned

Additional Check Template Tags Requested

Additional option for check date as mm/dd/yyyy (current templates output mm/dd/yy) Additional option for written check amount to have each word capitalized and to populate Five "Dollar(s)" & 00/100 (current template outputs "five & 00/100"...
Erin Merriott about 2 years ago in Case Management / Check Writing 0 Planned

Collaboration Center Text Invites - Option for Default On/Off

Would like the Collaboration Center text message checkbox to have a settings option to be defaulted on or off. Right now the box is always checked "on", while I prefer to designate who should receive the texts manually. Every family and situation ...
Guest over 2 years ago in Case Management / Family & Friends 5 Planned

Ability to Re-size the "Alerts" Column on Case Listing

The Alerts column gives no column header to verify it is as small as the largest word in the title like all other columns and the only thing in the column is a bookmark symbol. It should be able to resize smaller so that it does not take up so muc...
Gayla Satre over 2 years ago in Case Management 0 Planned