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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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Updates to QuickBooks Export Outputs for 'Refunds' Transactions

User Story As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes wi...
Daniell Jara over 2 years ago in Case Management / Accounting / Export/Import / System Report 0 New

Ability to add different merchandise etc. to the Inventory Management Secetion

It would be great to see "Our Cost" & "Customer Cost". Whether the Merchandise is on display (with the #) and how many in storage and the total number. Also the ability to add other merchandise on "our end" to add to the list .
Guest over 2 years ago in Case Management / Inventory 1 New

Ability to change an At Need

It would be great to be able to change and at need case to a trade case when it has been brought in using ASD sync.
Guest almost 3 years ago in Case Management / Case Identifier 1 New

Check Request Company Override Options

Would be nice if there was an option under Organization Options for Check Writing for a company to permit or not permit a check request prior to Signing. We're using the Signing button to designate if a family has been Invoiced because there is no...
Elizabeth Reed over 2 years ago in Case Management / Accounting 0 New

Ability to run batch trade invoice for more than 1 trade business at a time.

Currently you can only run a batch trade invoice for 1 trade business at a time. Customers would like to be able to indicate all the trade businesses they need invoices for at once. I know we can't run them in a single batch since the trade busine...
Erin Merriott over 2 years ago in Case Management / Batch Forms 0 New

Create reports based off dashboard tab information

I currently have several dashboard tabs set up for specific information I use for different tasks on a daily basis. I also create additional customized tabs for special projects. It would be extremely helpful to be able to export the information d...
Guest almost 3 years ago in Case Management / Reports & Dashboards 1 New

Allow addition of photos to reports/documents

Need the ability to add decedent photos to reports/documents for positive identification of valuables and decedent.
Dan OBrien 28 days ago in Case Management / Documents 0 New

Schedule Price List Disclosure Dates

Please create a functionality to allow scheduling of effective dates for price lists, so that form disclosures may be updated automatically. Since we are now able to schedule in the prices themselves, adding in the effective dates would make it so...
Guest 3 months ago in Case Management / Price List 0 New

Ability to delete photos within a Personal Items folder in Decedent Tracking.

When creating folders in the Personal Items section in Decedent Tracking you can add multiple photos to the folder. If you are wanting to just delete one of the photos in the folder you have to delete the entire folder. We should have the ability ...
Guest over 1 year ago in Mobile 0 New

When disposition type is cremation the planning center invitation shouldn't say: "help plan _____ funeral"

If the disposition type is cremation it should say help plan cremation, not funeral.
Guest about 2 years ago in Planning Center 0 New