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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...
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Case Management

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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 over 3 years ago in Case Management / Data Entry 3 Future consideration

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 over 1 year 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 4 years ago in Case Management / Case 3 Future consideration

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 about 4 years ago in Case Management / Case / Goods & Services 0 Future consideration

Ability to customize Family & Friends Fields Placement

Users would like the option to customize which fields show initially when adding in new Family & Friends. For example: moving the "Spouse" field out of "Additional Information" to the primary view, so that this is easily edited. Some users fin...
Jessie Goggans over 1 year ago in Case Management / Family & Friends 4 Future consideration

Multiple Payment Receipts

Customers need the ability to use more than one payment receipt. Currently when a cash sale receipt is selected within a Cash Sale case, it will populate show the expense is for that particular case rather than the case reference. When the receipt...
Tarrence Price over 3 years ago in Case Management / Payments & Adjustments 1 Future consideration

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 8 months ago in Case Management / Documents 0 Future consideration

Inventory Management

From the Inventory Management and Add Inventory page, it would be most helpful to see more detail when selecting a specific inventoried item. Currently you see a grayed out box with the quantity only. It would be a benefit to instantly see, or at ...
Gayla Satre over 1 year ago in Case Management / Inventory 1 Future consideration

Dashboard Widget for Check Lists

Within the Dashboards page, I would like to be able to see a Check Lists widget. This will allow me to view the progress of certain tasks for all cases at a quick-glance, without having to run reports or check individual cases) (tab per check list...
Guest almost 4 years ago in Case Management / Checklist 0 Future consideration

Upload Fingerprints

It would really be great to have a place to upload fingerprints…. I use the 2nd photo spot when I can but often use it for an actual second photo. -Jewell Shivery
Guest over 1 year ago in Case Management / Care Center 0 Future consideration