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 240 of 652

6 VOTE

Ability to Restore Deleted Checklists from Case

Idea: I have had a few instances where a checklist has been accidently deleted from a case, it would be nice if there was a way to add that deleted checklist back to the case. For example, on one of my cases I accidentally deleted the checklist ...

Guest almost 5 years ago in Case Management / Checklist 2 Not being considered

3 VOTE

Add 2nd Driver Option to Transfer Page

On the Transfer Page, under Transfer Detail, it would be most helpful if a drop down field would be added for a 2nd Driver. I would think that most funeral homes use 2 staff members when doing a removal from a home. I type the 2nd driver's name in...

Guest over 2 years ago in Case Management / Data Entry 1 Future consideration

1 VOTE

Case creation/Sync

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 10 months ago in Case Management / Case 0 Future consideration

1 VOTE

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 ...

Chloe Jonas 10 months ago in Case Management / Case 0 Planned

4 VOTE

Add Decedent Date of Birth to the tool bar at the top of each page in a case. Krause would like this added under the DOD that is currently there.

Julie Hofmann over 3 years ago in Case Management / Case 3 Planned

5 VOTE

Copy address

When you pull over data from ASD the family and their phone numbers populate. When you copy over an address to that family member it erases the phone numbers. I didn't understand why my phone numbers were disappearing until I notice system did it....

Guest about 4 years ago in Case Management / Data Entry 0 Planned

1 VOTE

Relationship of Great Great Grandchild and Great Great Great Grandchild

Having an option on the Family and Friends page for Great Great Grandchild, and Great Great Great Great Grandchild, for obituary purposes.

Guest 10 months ago in Case Management / Family & Friends 0 Future consideration

1 VOTE

Move SSN on Vitals Page

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...

Guest 11 months ago in Case Management / Data Entry 0 Planned

1 VOTE

Dropdown Case Files

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.

Guest 11 months ago in Case Management / Files 0 Future consideration

2 VOTE

Pending Service Filter

It would be helpful to filter cases that have any/all services Pending.

Jill Materia almost 2 years ago in Case Management / Case 0 Planned

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