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...
Default select the Payer in the email receipt field
typically, the receipt will need to be emailed to the payer on the transaction. When the Payer is selected, ideally, it would default to putting their name in the "email receipt" field to avoid having to choose the payer and then search again for ...
When searching for a field on the Vitals page, "Veteran" is not an option. Please add that to the dropdown list so that it is easier and faster to find this field.
When entering an embalming report, one of the information boxes requests "Time Between Death and Treatment." I then have to go scrolling through vitals to locate time of death when it would be more efficient if it was also on the embalming tab.
Since there is a Messenger export for Make It Personal, wondering if there is a possibility to have a sync of name, dob, dod to their FloralXpress flower management app. This would be helpful for families who do not have printed materials, but hav...
Susan Espinosa
3 months ago
in Case Management / Case
0
Future consideration
Ability to add a date field in e-signature 2.0 separate from the signature field
Legacy has asked for the ability to add a date field to their e-signature documents that is seperate from the signature field. Currently, when adding signature mapping you can remove the date and just leave the signature but you cannot remove the ...
Could you please move SSN above marital status on the Beta version of the Vitals page? Currently, you select Marital Status first, then if a spouse exists, their first & last name boxes appear. The SSN box is immediately after the spouse. At f...
When there are a lot of files/photos on the case files sidebar, if there could be an option to have a dropdown of the files, this way they are all compacted.
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New
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Planned
