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4 Vote

We use the G&S for Pre-Need cost estimates at Wenig FHs (Vertin Co) as it's most customizable; any chance we can get a "copy from" button for a spouse who selects similar services?

This would give our families two customized estimates without the hassle of re-entering.

Created 21 Oct 05:09pm by Guest

Case Management / Goods & Services

0 Gathering interest
15 Vote

Ability to Hide/View Certain Fields

User StoryI 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 da...

Created 5 Apr 02:37pm by Daniell Jara

Case Management

0 Gathering interest
3 Vote

Add ME/Coroner County field to the Vital Stats Page

Krause funeral home would like a field added to the Vital Stats page where when the ME/Coroner checkbox is selected, a field pops up for the County. The ME/Coroner County is not always the same as the place of death so they need this for reference...

Created 30 Sep 04:37pm by Julie Hofmann

Case Management / Data Entry

0 Gathering interest
2 Vote

Print Calendar View - Traditional Calendar

Is there a way to print the Calendar view that is NOT in list form? I would like to be able to provide the team with a calendar in the traditional view.

Created 16 Oct 02:36pm by Guest

Case Management

0 Gathering interest
2 Vote

Personal Items

Customer requested a setting to default personal items on the Transfer page to "Dispose of" instead of "Return to Family".

Created 22 Sep 09:03pm by Erin Merriott

Case Management / Care Center

0 Gathering interest
1 Vote

Select and Remove Multiple Checklist Items

A customer would like to add the ability to select and remove multiple checklist items at the same time. It would make deleting checklist items easier and faster.

Created 21 Oct 08:35pm by Devin Pauly

Case Management / Checklist

0 Gathering interest
1 Vote

Ability to Export by Batch Payment Number

Sam Houston Funeral Home would like the ability to export a batch payments accounting export by the Batch Number. Currently you have to pick a date range or a specific case to do the export and it would be easier for them if they could do this bas...

Created 12 Oct 01:53pm by Julie Hofmann

Case Management / Accounting

1 Gathering interest
1 Vote

New Calendar Widget

Customer requested the ability to have the new system calendar as a widget or the setting to see a week on the old existing schedule widget.

Created 22 Sep 09:00pm by Erin Merriott

Case Management / Widget

0 Gathering interest
1 Vote

Signing to Request a Check and Incomplete Inventory

Customer: It has become a growing issue for our busy funeral home and quite a pain to be required to sign a case before a check can be wrote and tied to the case. Increasingly more, there is inventory listed on the contract, but a serial number is...

Created 15 Sep 06:05pm by Erin Merriott

Case Management / Check Writing

0 Gathering interest
1 Vote

The ability to print name tags from the family listing

I think it would be helpful to have a template that is able to generate the names of family members and their relationships to the deceased on labels that we can use as name tags for visitation and services.

Created 2 Jul 01:06pm by Guest

Case Management / Family & Friends

0 Gathering interest