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System Calendar improvements

How about different colors in the System Calendar, depending on the event or different color depending on the funeral home branch, like the common Outlook or Google calendar allows you to do. Helps them stand out better for company preferences. Ad...
Elizabeth Reed over 2 years ago in Case Management / Calendar 3 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 3 years ago in Case Management / Data Entry 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 9 months ago in Case Management / Rolodex 0 Future consideration

Convert a preneed case to an imminent-need case

We we get notified of an impending death and there is already a preneed on file, we want to be able to convert that preneed case into an imminent-need case.
Guest about 3 years ago in Case Management / Case 3 Future consideration

Reporting on Checklist Tasks

While working with Client Service's customers on workflows, there currently isn't a way to report on checklist items that are not complete. The only output via User Reports is a list of all checklist items. Attached is a User Report showing row re...
Nick Tunheim over 2 years ago in Case Management / User Report 1 Future consideration

Create a Draft or Quote of a Contract

Families often want to see multiple variations of the contract. Would be great to be able to create multiples drafts or quotes within the same case.
JOEL WALTERS over 3 years ago in Case Management / Case / Goods & Services 0 Future consideration

New Role for Cremains Pickup

While there is a spot in the care center to record who picked up cremains, it would be helpful to add a cremains pickup role like there is a DC recipient role.
Anna Andrews 8 months ago in Case Management / Family & Friends 2 Future consideration

Ability to customize Family & Friends Fields Placement

Users would like the option to customize which fields show initially when adding in new Family & Friends. For example: moving the "Spouse" field out of "Additional Information" to the primary view, so that this is easily edited. Some users fin...
Jessie Goggans 6 months ago in Case Management / Family & Friends 4 Future consideration

Multiple Payment Receipts

Customers need the ability to use more than one payment receipt. Currently when a cash sale receipt is selected within a Cash Sale case, it will populate show the expense is for that particular case rather than the case reference. When the receipt...
Tarrence Price over 2 years ago in Case Management / Payments & Adjustments 1 Future consideration

Inventory Management

From the Inventory Management and Add Inventory page, it would be most helpful to see more detail when selecting a specific inventoried item. Currently you see a grayed out box with the quantity only. It would be a benefit to instantly see, or at ...
Gayla Satre 10 months ago in Case Management / Inventory 1 Future consideration