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...
Adding Newspaper as an option for "business" in the Rolodex
With the addition of the e-mail option on the obituary page, funeral homes who have added newspapers to their rolodex as "other" do not have the ability to see them in the dropdown on the obit page.
Allowing Information that is mapped into a form be changed in eSignatures
It was requested that information from a case that is pulled into a form by mapping be allowed to edit or remove when drawing up the document up in eSignatures. Sometimes names are pulled in on certain signature lines b/c the form is mapped for a ...
Could you add the full contact info for the the primary purchaser on the case summary page. Right now it looks like the address and zip code is missing. Thank You. Mark olson
Allow for mass selection of cases to change case status types.
It would be nice to be able to change the case status of multipe cases at once without having to go into each individual case and change them one by one.
On the Profile page, funeral directors can list their license number, state, and date of issue. In the dropdown menu for states, please add Canadian provinces.
When entering a case under the quick add to please add the option to add the middle name or initial...not a requirement! This is especially helpful when adding multiple clients both pre-need and at-need.
Adding in Sikh as a Religious Preference on the Funeral Options page.
It was requested by a funeral home that has requested Sikh be added as a Religious Preference on the Funeral Options page. They tend to need this often.
It was suggested that we add a search feature to the notifications page. It would be beneficial for the search feature to allow you to search any notification no matter how old, even being able to search things you've been tagged in. Also being ab...
Allow funeral homes to change the default payment type
Currently, when adding a payment it defaults to "cash" as the payment type. This is the least used payment type for a lot of funeral homes so they would like the ability to default it to card or check since those are used more often
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