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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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Display Notes from Funeral Options Events on Case Summary/Schedule of Services section, printouts, and Funeral Options event list

Notes made within the Event on the Funeral Options page do not display outside of the widget for the Event. Notes should be displayed on the Funeral Options page list of events, on the printout for that page/section, as well as on the Case Summary...
Kaylan Johnson about 10 hours ago in Case Management / Appointments 0 New

Completed tasks should automatically be moved to the bottom of the checklist within the case

Users with more comprehensive checklists experience inefficiency when looking through their checklist to view only incompleted tasks within the case. While there is an option to view inpcomplete tasks on the Tasks Dashboard, this does not help wit...
Kaylan Johnson about 10 hours ago in Case Management / Checklist 0 New

Veteran Section for Family Members

Next to the demographic section on the vitals page could there be a section that would let you input Veteran Information for the spouse?
Adrain Valerio 7 days ago in Case Management / Family & Friends 0 Gathering interest

Fingerprint Scanner

We have currently been using the THUMBIE fingerprint scanner to upload and then move the print to passare but are having some issues with their setup. Maybe, just maybe, there could be a plugin written to attach a bluetooth scanner like this so th...
Trae Cody 6 days ago in Mobile 0 New

See the Pre-need

It would be nice to see what the preneed says. What has been paid? I just had a family ask me what did dad pay for? and i couldn't tell them until the next day when i had a computer.
Matt Murphy 3 days ago in Mobile 0 New

List States spelled out for ease of use, especially for outside US.

Currently, States are listed as 2-character abbreviations in Vitals, which is commonly needed for DCs and other forms, but users would benefit from seeing the full spelling of States in the dropdown. This would mitigate errors and be especially he...
Kaylan Johnson 7 days ago in Case Management / Data Entry 0 Gathering interest

Edit Price List right on PL Dashboard

If I want to make a quick edit to the price or name of an item, can we have the option to have a quick update of the price list. For example on the price list in Admin just be able to mass update all prices.
Guest 7 days ago in Case Management / Price List 0 Gathering interest

Tracking on Desktop Program

It would be very beneficial for us to have tracking on the desktop version, since we don't always have our phones available, particularly when families are picking up urns at our front office.
Guest 5 days ago in Case Management / Data Entry 0 New

Download poems/quotes for Memorial Products

It would be great to be able to download the verses/poems that are in the template files for the prayer cards and bookmarks so that our families would have something to choose from.
Guest 7 days ago in Case Management 0 Gathering interest

Have the option to add or delete relationships like we can with physicians, churches, cemeteries, etc.

It would be really helpful if we could edit the relationship drop down list so that we do not have to hit other and continue to type an unlisted relationship every time it is needed. We should be able to edit the list ourselves and make it availab...
Guest 7 days ago in Case Management / Data Entry 0 Gathering interest