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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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Custom Fields on Family & Friends

Can there be an option to add a custom field on the Family & Friends page.
Guest about 2 months ago in Case Management / Family & Friends 0 Gathering interest

Child/Children Relationship

Could there be an additional family relationship option for Child/Children.
Guest 23 days ago in Case Management / Family & Friends 0 Gathering interest

Obituary and Disposition Pages Flipped

Aderhold Funeral Home mentioned that having the Obituary and Disposition page flipped on a case would be beneficial so this way the disposition will pull on the obituary.
Guest 23 days ago in Case Management / Case 0 Gathering interest

Have the option to add or delete relationships like we can with physicians, churches, cemeteries, etc.

It would be really helpful if we could edit the relationship drop down list so that we do not have to hit other and continue to type an unlisted relationship every time it is needed. We should be able to edit the list ourselves and make it availab...
Guest about 1 month ago in Case Management / Data Entry 0 Gathering interest