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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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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

When searching for a family member on a case, show their name as part of the search results.

Currently, when searching for someone that is a family & friend on a case, there is no way of knowing what case the person is associated with. The search results only show the decedent's name. It would be helpful to also see the name of the fa...
Guest almost 3 years ago in Case Management / Case 0 Planned

Having a link in goods & services to a corresponding cash sale

I don't think there is currently a way to know that a cash sale exists relating to a specific case UNLESS you open each cash sale to see if there is a case reference on the basic info page. Even though it does link back to the case from within the...
Guest over 4 years ago in Case Management / Goods & Services 1 Planned

Internal Notes

It would be useful to have the ability to track internal note history; ex. if the internal note was deleted, it would be great to be able to click "detailed history" and see when and who deleted that note. (like the detailed history on the goods a...
Joanna Gore over 4 years ago in Case Management / Notes 0 Planned

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

Sorting Notes by Ascending and Descending Dates

Given the new update (5/2 or 5/3 2023) where the Notes/Comments section was changed from viewing the most recent note at the bottom to now the newest note at the top; I think it would be useful to be able to sort notes by date and time in ascendin...
Guest over 1 year ago in Case Management / Notes 0 Future consideration

Multiple Payment Receipts

Customers need the ability to use more than one payment receipt. Currently when a cash sale receipt is selected within a Cash Sale case, it will populate show the expense is for that particular case rather than the case reference. When the receipt...
Tarrence Price over 4 years ago in Case Management / Payments & Adjustments 1 Future consideration

Tour of Duty Populate from Basic Veteran Info

Any way to have the Tour of Duty auto fill from the Basic Info on the Veteran page? It seems a waste of time to enter the same information multiple times.
John Glueckert about 1 year ago in Case Management / Data Entry 1 Future consideration

Ability to Delete Completed eSignatures Forms

There are cases in which there is a guardianship for a decedent, but later on the Next of Kin take over responsibilities, thus making them the one who needs to sign forms. The old ones would need to be deleted as they are no longer accurate. Havin...
Guest 6 months ago in Case Management / Files 0 Not being considered

Obituary AI needs to pull preceded in death by (Deceased Relatives)

This is not a bug but needed to be an idea: Bojan BojanovicOct 19, 2023 at 9:37 AM CDT @Julie Hofmann i talked with dev who implemented this, there was no requirements this kind so he made this to use only living F&F and family relationship in...
Julie Hofmann about 1 year ago in Case Management / Obituary 0 Planned