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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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Add a list for Character of Discharge under the Veterans page

From Julie Silha at Schumacher Kish Funeral Home: With that being said, I promised you some information for the Veteran’s information screen to potentially create a dropdown list for Character of Discharge. Coming from a background of working with...
Guest almost 3 years ago in Case Management / Data Entry 1 Not being considered

Credit Card Fee Calculator

For the credit card processing we really need to find a way to have it calculate the fee amount for them. They can even choose or 'bubble' if the Family or Funeral Home is paying the fee, then it calculates it for them. Similar to how it does in t...
Guest over 5 years ago in Case Management / Payments & Adjustments 0 Not being considered

Stainless steel trackers for Decedent Tracking that can double as cremation disc

Current tags can get soggy or soiled when embalming, depending on the decedent. Would like heavier quality tags, but even better would be stainless steel trackers (these could double as the cremation disc on cremation cases). Could also consider a...
Melissa Steeber about 3 years ago in Case Management / Case 0 Not being considered

The ability to print name tags from the family listing

I think it would be helpful to have a template that is able to generate the names of family members and their relationships to the deceased on labels that we can use as name tags for visitation and services.
Guest almost 4 years ago in Case Management / Family & Friends 0 Not being considered

Remove the zipcode 55083 for Stillwater MN, it is no longer a zip and there are no residence there.

When I looked it up here is what I found and it says zero residents and we have never used this zipcode since I have been here almost 8 years. I think it is safe to delete it. https://www.zip-codes.com/zip-code/55083/zip-code-55083.asp Thanks Jason
Julie Hofmann over 4 years ago in Case Management / Data Entry 0 Not being considered

Ability to have a quick add button for each section in Goods & Services

As a user, I would like the ability to have a quick add button for each of the sections on the Goods & Services page.
Product Team about 5 years ago in Case Management / Goods & Services 0 Not being considered