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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

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Updates to QuickBooks Export Outputs for 'Refunds' Transactions

User Story As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes wi...
Daniell Jara over 3 years ago in Case Management / Accounting / Export/Import / System Report 0 New

Ability to add different merchandise etc. to the Inventory Management Secetion

It would be great to see "Our Cost" & "Customer Cost". Whether the Merchandise is on display (with the #) and how many in storage and the total number. Also the ability to add other merchandise on "our end" to add to the list .
Guest over 3 years ago in Case Management / Inventory 1 New

Ability to change an At Need

It would be great to be able to change and at need case to a trade case when it has been brought in using ASD sync.
Guest almost 4 years ago in Case Management / Case Identifier 1 New

Check Request Company Override Options

Would be nice if there was an option under Organization Options for Check Writing for a company to permit or not permit a check request prior to Signing. We're using the Signing button to designate if a family has been Invoiced because there is no...
Elizabeth Reed over 3 years ago in Case Management / Accounting 0 New

Ability to run batch trade invoice for more than 1 trade business at a time.

Currently you can only run a batch trade invoice for 1 trade business at a time. Customers would like to be able to indicate all the trade businesses they need invoices for at once. I know we can't run them in a single batch since the trade busine...
Erin Merriott over 3 years ago in Case Management / Batch Forms 0 New

Create reports based off dashboard tab information

I currently have several dashboard tabs set up for specific information I use for different tasks on a daily basis. I also create additional customized tabs for special projects. It would be extremely helpful to be able to export the information d...
Guest almost 4 years ago in Case Management / Reports & Dashboards 1 New

Be able to print a document for Rolodex Entries

Have a document that can be added to rolodex entries so they can be printed from the case when the entry is selected. This is more efficient then having to copy and paste notes from within the entry onto a word document.
Guest almost 4 years ago in Case Management / Rolodex 0 New

Ability to automatically send out invoices to the families on a specific schedule. For instance, 5 day out from the funeral service they family would recieve an invoice via email, or added in the planning center.

For instance, 5 days, 30 days, and 45 days out from the funeral service the family would receive an invoice via email or added in the planning center.
Guest 4 days ago in Case Management / Goods & Services 0 New

Add to the GPL on the fly

Like with the Rolodex entries, allow users to enter an item into the GPL while creating a Goods and Services contract.
Dennis Helwig 4 days ago in Case Management / Price List 0 New

Services: Add "No end time" option

I think it would be helpful for services and burials to have an option for no end time. The reason is, services frequently don't have a defined end time. When an obit is exported to our website it shows an end time, which can be misleading to the ...
Guest 12 days ago in Case Management / Data Entry 0 New