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

Showing 232

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

1 VOTE

Please add Spouse Middle Name field to Vitals Page

Please add Spouse Middle Name field to Vitals Page, this is needed for many death certificates and was requested by McDougal Funeral Home in Utah.

Julie Hofmann 5 months ago in Case Management / Data Entry 0 Planned

1 VOTE

Receipt of Email Receipt

When we email receipt if there could be note that details if a receipt has already been emailed.

Guest 5 months ago in Case Management / Goods & Services 0 Future consideration

1 VOTE

Quick Add Search Bar More Convenient If Can Add and Enter Line Items Consecutively; How It Has Been Until Recently

Funeral Directors would like the Quick Add Search Bar functionality back to how it was recently, where they could add a line item into the Quick Add Search Bar, press enter, automatically start typing another one, press enter, etc. It has changed ...

Guest 5 months ago in Case Management / Goods & Services 0 Planned

2 VOTE

Allow one payment to be split across multiple cases for Pet Clinics or Trade Businesses

Currently Best Friends Pet Services (A French Funerals Company) has the ability in SRS to enter one lump sum payment, and select multiple cases to apply the payment to. For example I get $1000 check from a veterinarian clinic and I need to apply i...

Julie Hofmann 11 months ago in Case Management / Payments & Adjustments 0 Planned

2 VOTE

User Specific Checklists

There are several checklist filters, can we add another for a user filter. This will allow us to create a customized checklist that applies to specific user(s) within our organization. This can accommodate tasks for different responsibilities, job...

Kurt Edenbach 11 months ago in Case Management / Checklist 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

Add field on family & friends for non english speaker

On each family/friend, Funeral directors would like a yes/no for people that speak a language other than English and a field to fill in the language. This would be helpful for aftercare/surveys/PN leads so the funeral home can send proper communic...

Madison Hicks 6 months ago in Case Management / Family & Friends 0 Planned

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 over 4 years ago in Case Management / Goods & Services 0 Planned

4 VOTE

Relationship of Ex-Spouse

In the state of Massachusetts, it is required to have the ex-spouse listed on the death certificate. we currently do not have a way to mark this except for using "other" and cannot map this to a field because it might not always be the exspouse

Madison Hicks almost 2 years ago in Case Management / Family & Friends 0 Planned

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