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2 Vote

Search by Pre-Need Contract Number Entered on Payments & Adjustments Page

The ability to search by Pre-Need Contract number entered as a transaction on the Payments & Adjustments page from the Multi-Pane Case Listing. I have attached a screenshot below.

Created 14 Jun 02:36pm by Devin Pauly

Case Management / Search

0 New
1 Vote

New Column in Price List Export

We have a field for Associated Inventory Account, but we don't have a csv column for it. Could we get that pleeaasseeeee? :)

Created 16 Jun 08:23pm by Erin Merriott

Case Management / Export/Import

0 New
1 Vote

Missing Signing Filter

The "Missing Signing" filter is what we teach customers to use when needing to see cases that require a signing of some kind (1st signing, unsigned changes, etc.). In the past this filter did not pull cases (to my recollection) with a $0.00 contra...

Created 15 Jun 05:06pm by Erin Merriott

Case Management / Reports & Dashboards

0 New
12 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
9 Vote

Ability to Default a Funeral Director

It would be really beneficial to have the ability to set a default Funeral Director especially when there is only one Funeral Director in the Funeral Home. This way the funeral director doesnt have to assign themselves to every single case.

Created 20 Apr 04:28pm by Guest

Case Management / Data Entry

1 Planned
5 Vote

QB Export - "Select All" Option

When adding QB exports (Accounting > Accounting Reports > Add Report > QuickBooks), Ops has to check each checkbox ON individually. Our default setup for new QB customers is to check ON all boxes, which is done manually.Ops would like a "...

Created 17 May 09:58pm by Jessie Goggans

Case Management / Accounting

0 Planned
2 Vote

Adding an export button for tukios.

We have families that choose to upload images fpr memorial video into the collaboration center and it places them in the case file. It would be easier/quicker/more efficient it there was a way to export these images directly into the Tukios Proga...

Created 2 Jun 06:50pm by Guest

Planning Center

0 Planned
2 Vote

Searching Document Tags/Mappings

It would be much more efficient if when creating a new document we could search for document mappings using any part of the tag name.Example: Need mapping for Marital Status; Tag Name: Decedent Marital StatusI can't search for it by typing "mar". ...

Created 2 Jun 04:11pm by Erin Merriott

Case Management / Documents

0 Planned
3 Vote

Create Permission for Promoting Rolodex Entries

Users would like the option to restrict/allow certain roles access to promote Rolodex entries. This should apply to Custom Entries (blue 'plus' icon > Save to Organization Rolodex' checkbox) and Main Rolodex (Admin > Rolodex > click into ...

Created 21 May 03:21pm by Jessie Goggans

Case Management / Roles & Permissions

1 Already exists
1 Vote

Services - End Time

Customer requested the ability to schedule a service without needing to enter an end time. He stated that he needs to get a service date and start time on the calendar, but doesn't always know the end time based on the family/religion.

Created 8 Jun 04:16pm by Erin Merriott

Case Management / Data Entry

0 Gathering interest