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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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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 ...
Madison Hicks 14 days ago in Case Management / Payments & Adjustments 0 New

Add Memorial Donation without a Website

Please allow memorial donation organizations to be added without a website. In some small towns, local organizations/businesses do not have a website.
Guest 29 days ago in Case Management / Obituary 0 Gathering interest

Date file was added

It would be helpful if the case files showed when they were added so if a family adds additional photos, i know which ones are new so that i can download just the news ones to add to a slideshow video
Guest about 1 month ago in Case Management / Files 0 Gathering interest

Add a place to add clergy name

Need a place to record the clergy name so that it can be found if we are doing a case and want to see who the clergy was on a previous case.
Charles Evans about 1 month ago in Case Management / Data Entry 1 Gathering interest

It would be really helpful if more than one item at a time could be deleted from the checklists.

The checklists are inefficient. It is time consuming to delete items one at a time. We do not use this feature as much as we'd like because of this.
Guest 4 months ago in Case Management / Checklist 0 Future consideration

Phone Number

Showing the family members phone number next to the email address in family and friends would be helpful.
Guest 22 days ago in Case Management / Family & Friends 0 Gathering interest

Memo Field under 'add payment' transaction doesn't wrap like the other transaction types

Saul Funeral Home is using the memo field for their 'add payments' transaction on most every transaction they enter. Currently every transaction type BUT add payment will wrap the text for the memo field. For add payment (check/cash/card/ach) the ...
Chloe Jonas about 1 month ago in Case Management / Payments & Adjustments 0 Planned

Increased character count in the check # field on transaction

Saul Funeral Home is running into the issue where they do not have enough space in the check # field to put all of the information that they are needing. They have requested that this character count increase or not be limited like it currently is...
Chloe Jonas about 1 month ago in Case Management / Payments & Adjustments 0 Planned

Ability to capture the bank name when adding a check payment

We would like the ability to add the bank name in Payment and Adjustments when a family pays by check. This would allow us to put the bank name and check number on our final invoice.
Jill Materia 8 months ago in Case Management / Payments & Adjustments 1 Future consideration

Vitals - Marital Status - If "Widowed" selected and spouse name is entered, make the spouse Deceased

In the new Vitals page, when you select a marital status of anything other than single or never married, the spouse fields appear, which is great. However, to improve this, if the marital status chosen was "Widowed", the spouse entered, should als...
Guest 3 months ago in Case Management / Family & Friends 0 Planned