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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 427 of 559

Please add Spouse Middle Name field to Vitals Page

Please add Spouse Middle Name field to Vitals Page, this is needed for many death certificates and was requested by McDougal Funeral Home in Utah.
Julie Hofmann 6 days ago in Case Management / Data Entry 0 New

Receipt of Email Receipt

When we email receipt if there could be note that details if a receipt has already been emailed.
Guest 6 days ago in Case Management / Goods & Services 0 New

Quick Add Search Bar More Convenient If Can Add and Enter Line Items Consecutively; How It Has Been Until Recently

Funeral Directors would like the Quick Add Search Bar functionality back to how it was recently, where they could add a line item into the Quick Add Search Bar, press enter, automatically start typing another one, press enter, etc. It has changed ...
Guest 7 days ago in Case Management / Goods & Services 0 Gathering interest

Please add the word "days" the the 120 column on the AR Aged System Report

Currently all of the column headings for days outstanding have the word "days" after the number but the last column, 120 does not, it just says 120. When filtering and custom sorting, the 120 was added into the total for this funeral home because ...
Julie Hofmann 14 days ago in Case Management / System Report 0 Gathering interest

add aftercare follow up fields for reports under rows to show = cases

This would benefit me as Aftercare Coordinator when inviting family members to the aftercare events we offer. Beneficial if report would pull aftercare names, phone number and mailing addresses when rows to show = cases so that the report only sho...
Guest 15 days ago in Case Management / User Report 0 Gathering interest

Bulk Price List Delete/Restore - Detail Deletion Confirmation

I think it would be beneficial if you could select multiple items in the Admin Price List page to delete items in bulk with more of a clear indicator of which items are being deleted. Currently, when clicking the delete icon, you can only delete o...
Guest 19 days ago in Case Management / Price List 0 Gathering interest

Add field on family & friends for non english speaker

On each family/friend, Funeral directors would like a yes/no for people that speak a language other than English and a field to fill in the language. This would be helpful for aftercare/surveys/PN leads so the funeral home can send proper communic...
Madison Hicks 20 days ago in Case Management / Family & Friends 0 Gathering interest

Expand text field for Church Affiliation and Disposition Details

We would like the ability to add more text to Church Affiliation (Funeral Options) and Disposition Details (Disposition).
Jill Materia 28 days ago in Case Management 0 Gathering interest

Event Options - new fields

We would like to add the following fields: Funeral Home Involvement (Yes or No) Family Involvement (Yes or No) Would be helpful if this information appeared on our daily schedule too! Thanks!
Jill Materia 28 days ago in Case Management 0 Gathering interest

Ability to Delete Completed eSignatures Forms

There are cases in which there is a guardianship for a decedent, but later on the Next of Kin take over responsibilities, thus making them the one who needs to sign forms. The old ones would need to be deleted as they are no longer accurate. Havin...
Guest 28 days ago in Case Management / Files 0 Gathering interest