Pinned ideas

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...

Case

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11 VOTE

Ability to pin important Notes

As a user, it would be great to have the ability to pin important notes about a case somewhere on the page where it is easy to see. Users could also unpin the note once they don't need it anymore. This would help us highlight important information...

Product Team over 4 years ago in Case Management / Notes 1 Planned

10 VOTE

Ability to Restore Deleted Checklists and Ability to Create a New Checklist within a Case

I see we have an older idea related to a portion of this idea that was marked as "will not implement". The comment suggests to have a list of the checklist items on your computer so you can rebuild. You cannot create a new checklist within the cas...

Erin Merriott over 4 years ago in Case Management / Checklist 3 Planned

5 VOTE

"Add to Dictionary" option on Obituary page to bypass spell check

Funeral home names & cities are often marked as misspelled on the obituary page & can be annoying/distracting to have words underlined multiple times in each obituary. Ex: Falardeau FH in Baldwinsville, both words are underlined every time...

Madison Hicks about 2 years ago in Case Management / Obituary 0 Not being considered

2 VOTE

Ability to check for duplicate social BEFORE you create a case

Upon case creation, we need the ability to check for duplicate social before creating a case. This helps prevent creating duplicate cases. Currently this feature is only available after you have created a case causing issues especially when you ha...

Julie Hofmann 11 months ago in Case Management / Case 0 Future consideration

1 VOTE

In the family and friends tab - a notes box for each person to add additional info for them specifically

We have numerous repeat families, and it has become more frequent lately that the family members have no idea their parents/siblings personal information. It would be a place where we could put personal information for the informant, co-informant,...

Melissa Bowen 6 months ago in Case Management / Family & Friends 0 Future consideration

1 VOTE

Care Center Portions Option

It would be wonderful if there was an option to alert the care center--cremation tab, how many portions of cremated remains a family would want. Similar to the "Lock of Hair Requested" once it has been clicked yes you have the ability to add the q...

Simone Coplin 6 months ago in Case Management / Care Center 0 Future consideration

1 VOTE

Vitals: Copy Address

When the new Vitals page was created and merged with the First Call page, the button to copy the decedent's address from existing F&F was not restored. Please put this back.

Guest 6 months ago in Case Management / Data Entry 0 Planned

4 VOTE

Check for duplicate decedent names.

Jill Materia almost 2 years ago in Case Management / Data Entry 0 Already exists

1 VOTE

Reminders on contract line items

it would be nice to have the ability to set reminders on an line item in the Goods & Services page. If a service is a month away, then we might not want to order the flowers or casket, or whatever the item may be so far in advance. Or if we do...

Susan Espinosa 6 months ago in Case Management / Goods & Services 0 Future consideration

10 VOTE

Requiring C.S.T. for signing should also prevent user from adding any G&S

Currently you can restrict signing on the G&S page if a C.S.T. has not been selected. Several people have asked that this requirement include users to not be allowed to add any items to the G&S page before selecting a C.S.T. Example: Say y...

Erin Merriott almost 5 years ago in Case Management / Goods & Services 0 Planned

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