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2 Vote

Copy Single or Multiple Family & Friends

A customer requested the ability to copy Family & Friends (single or multiple) from an existing case to another. This would be for all case types.

Created 1 Jun 08:59pm by Erin Merriott

Case Management / Family & Friends

0 Planned
2 Vote

Comparing completion of tasks in one space

Is there a way to create a dashboard or report that would allow us to see all of the tasks per case In one spot? For example: Vital Info is complete Additional Info is required DC composed by funeral director DC sent to doctor for signature Signed...

Created 23 May 05:29pm by Dione DeMitro

Case Management / Checklist

0 Planned
34 Vote

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...

Created 9 Apr 06:09pm by Londa Darwin

Case Management / Goods & Services

3 Planned
10 Vote

Capability to Pin the Column Titles on the Case Listing Page

Angie Gard with Gard Funeral Home asked if we had a way of freezing or pinning the column titles on their case listing page. She mentioned that they are struggling right now with remembering what column is what especially when they begin scrolling...

Created 29 Sep 01:15pm by Chloe Stirling

Case Management / Admin

0 Planned
15 Vote

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...

Created 5 Apr 02:37pm by Daniell Jara

Case Management

1 Planned
16 Vote

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"...

Created 5 Nov 04:32pm by Erin Merriott

Case Management / Check Writing

0 Planned
11 Vote

Ability to Default a Funeral Director

It would be really beneficial to have the ability to set a default Funeral Director especially when there is only one Funeral Director in the Funeral Home. This way the funeral director doesnt have to assign themselves to every single case.

Created 20 Apr 04:28pm by Guest

Case Management / Data Entry

1 Planned
19 Vote

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 ...

Created 10 Mar 09:53pm by Product Team

Case Management

0 Planned
2 Vote

Update "emblem of belief" availability on Veteran Info Page

See screenshots. On the Veteran Info page, when filing claim for marker, there are two options available of the 65 options listed at the bottom of the VA market form. The Latin cross is one of these options in Passare but is not an option on the f...

Created 30 Mar 04:40pm by Anna Andrews

Case Management / Case

0 Planned
10 Vote

Forms Mappings Search

Can we create the mappings dropdown to be searchable by keyword? Right now you have to search the exact mapping, which is difficult since there are so many versions of similar mappings. For example, to find a mapping pulling last 2 digits of the y...

Created 16 Mar 03:12pm by Jessie Goggans

Case Management / Documents

0 Planned