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1 Vote

New Options under Rolodex Entries

Heard from a customer today that they would love to have a physical address and mailing address entries in the rolodex because they have a few crematories for example that have different addresses for both. They would also love to have the ability...

Created 6 Jun 08:01pm by Guest

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0 New
1 Vote

Self populate where information has already been provided on another screen so you don't have enter it. Flash if their is more than one person with the same name.

No description provided

Created 1 Apr 08:36pm by Guest

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0 New
6 Vote

Allow Serial Numbers to Be Re-Used When Deleted Due to Error Entry

When entering serial numbers on the Inventory Management page, if a serial number is assigned to the wrong Item Name (whether by user error or based on info from previous system), the only option is to delete that serial number and re-add it under...

Created 10 Aug 09:12pm by Kaylan Johnson

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1 New
1 Vote

Dashboards/Whiteboards - "Copy to Another Org" Option

Super Admins (SA) typically create a Dashboard and Share it as an example of 'Default' options for Whiteboards. However, the SA then has to maintain that Dashboard for each org so that the Users can continue to have access to it. As a workaround, ...

Created 25 Jan 07:12pm by Kaylan Johnson

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0 New
1 Vote

Add "Save as New" Option for Shared Dashboards/Whiteboards

Many times, a User or Super Admin will create a Dashboard to be Shared with a Funeral Home and used as Whiteboards. Sharing is helpful but if changes are needed, only the owner can implement those. Allowing Users to "Save as New," similar to how i...

Created 25 Jan 06:21pm by Kaylan Johnson

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0 New
4 Vote

Ability to Rearrange Filtered Tabs on Inventory Management Tab

If a user creates additional tabs on the Inventory Management page (i.e., a tab for each location or a specific item category), the tabs should be able to be moved around and reordered to organize how they see fit, just like on the Case Listing pa...

Created 10 Aug 02:36pm by Gayla Satre

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0 New
1 Vote

Columns Needed in User Reports When Using "Rows show results for" = Contract Items

Need the following Available Report Information (columns) added when "Contract Items" is selected for the "Rows show results for" in User Reports: All Contract Balance, Sub Total, and Total columns Decedent Basic columns (i.e. Client/Decedent Age,...

Created 5 Jan 05:31pm by Kaylan Johnson

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0 New
4 Vote

Add Dropbox to the API list

As a user, I would like the ability to integrate with Dropbox.

Created 24 Jan 03:44pm by Christy Johnson

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0 New
2 Vote

Veteran Forms to Auto-Populate in Standard Forms Section

Now that we have the ability to populate the Veteran Information page by selecting a radio button, it would be a further improvement to have Standard Forms automatically update with all Veteran Forms once this radio button has been selected. The V...

Created 22 Jan 09:34pm by Kaylan Johnson

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0 New
2 Vote

Make Messenger (and Other) Exports More Easily Accessible

It would be very helpful to have Messenger Export (and Bass-Mollett) in a more easily accessible place in the case, for example, either in the Standard Forms or within the Integration Settings area. This is frequently used for Funeral Homes that h...

Created 22 Jan 09:27pm by Kaylan Johnson

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0 New