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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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Ability to capture the bank name when adding a check payment

We would like the ability to add the bank name in Payment and Adjustments when a family pays by check. This would allow us to put the bank name and check number on our final invoice.
Jill Materia 2 months ago in Case Management / Payments & Adjustments 0 Future consideration

Add the ability to @ within a Custom Field

Please add the ability to send an @ notification within a custom field text box.
Guest 2 months ago in Case Management / Data Entry 0 Future consideration

Notification for Conflicting Funeral Services

Yvonne Sersch pointed out that the system doesn't provide a notification if multiple services are scheduled at the same time. Would it be possible to have a notification if there are conflicting services?
Tarrence Price 5 months ago in Case Management / Appointments 1 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

Please add Money Order as a Payment Option

We have families who pay with a Money Order. We would like an option to designate as such. Thanks!
Jill Materia 3 months ago in Case Management / Payments & Adjustments 0 Future consideration

Add Field for Time of Birth for Infant Age Accuracy

In the First Call and Vital Statics pages, there doesn't appear to be a place to write the Decedent's Time of Birth. While that's not a very standard piece of information, it would be beneficial to provide a conditional field to select the time of...
Guest 6 months ago in Case Management / Data Entry 0 Future consideration

Expand Details for Open Casket & Body Present Options

Within the Funeral Options section we would like to have the Open Casket and Body Present areas expanded to include text, not just yes or no. We have many instances were the casket is open for a private family visitations and then closed during th...
Guest 5 months ago in Case Management / Data Entry 0 Future consideration

Cemetery Address on Disposition Page

In the event of adding multiple disposition details, it could be helpful to have both disposition locations listed (Addresses). Recently had a case where there was a cremation and both a burial of cremated remains and the address of the cemetery w...
Guest 6 months ago in Case Management / Case 0 Future consideration

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 almost 4 years ago in Case Management / Data Entry 3 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 10 months ago in Case Management / Documents 0 Future consideration