Can check writing notifications be made to where the recipients are always notified when checks are requested/created from the goods & services page? Currently, they'll only be notified if the requestor does not have the ability to create chec...

When will preneed and imminent cases be able to offer collaboration with families. ?

I would like to see Google Calendar integration.

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...

The Pre-Need case pages are set up like At-Need cases. As a user, this makes it difficult to use, as some of the information captured for Pre-Need is different than what is needed for At-Need. It would be great if the Pre-Need page was updated to ...

Could we please add a field to assign a user to the new prep due dates. This would help with scheduling and whiteboards for multiple funeral homes. Use case; Bob is doing the prep for ID view, Joni is doing the hair and make-up, but then Suzie is ...

It would be useful if the text and email notifications were consistent and show 1. Case #/Name tagged, 2. Title of Reminder, and 3. Notes on the Reminder. Right now a text notification gives time due, case # and name, and the notes of the reminder...

It would be nice if we could customize the Collaboration Center to meet our Funeral Home needs. Specifically related to the Vital information that we are requesting. We don't need the extensive information such as parent info, where they were born...

We recently had a situation where a family member signed into the collaboration center to edit a new Case. However, they were on a case they had been invited to over two years ago and made alot of changes to it thinking it was for the new Case. Th...

User Story Vertin has requested we add the organization name to Batch Deposit reports. Currently there is no name on the report, therefore their accounting team isn’t clear on what reports are for which organization. The same would be helpful with...