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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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Ability to show Age as Years/Months/Days instead of just Years

I would like the ability to edit the format of age to show it as Years/Months/Days instead of just Years.
Product Team almost 5 years ago in Case Management / Data Entry 0 Not being considered

Populate case info on Cash cases from At Need cases

When I enter a new cash sale from a family that we already served, it would be helpful and time saving if the address info populated when you start to enter the name info
Guest over 2 years ago in Case Management / Data Entry 0 Future consideration

Ability to Rename the 'Custom Fields' Tab on the Navigation Bar

Within the navigation bar of a case, I would like the ability to rename the 'Custom Fields' tab, to something related to what I use the fields for.
Guest almost 5 years ago in Case Management / Case 0 Not being considered

Disposition page: Add space to enter grave location GPS coordinates with lot description.

We often don't have access to lot description in our various private cemeteries, but we make note of their GPS coordinates on every grave for future reference.
Joseph Schuller over 2 years ago in Case Management / Case 0 Future consideration

Add Coroner/ME contacted box to First call

I'm having a hard time getting this box accurately checked off by staff for every case, and I just realized it's because it's not on the first call page. I'd like to see this check box added to the first call page, preferably by either the locatio...
Holly Stammis over 2 years ago in Case Management / Data Entry 0 Planned

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 about 5 years ago in Case Management / Payments & Adjustments 0 Not being considered

Owner Information on Pet Cases - Basic Info

The Basic Info page of a pet case allows you to enter the owner information. It does not however allow you to enter their phone number or email address. You must visit the Family & Friends page to do so which is several extra clicks. This area...
Erin Merriott over 2 years ago in Case Management / Data Entry 0 Planned

Custom Fields for Pet Cases

Currently we have custom fields available for every case type except pet. We need these for pet cases as well.
Erin Merriott over 2 years ago in Case Management / Data Entry 0 Planned

Default Branch per Case Type

We need the ability to default a branch per case type. Currently all branches show for all case types when creating cases. We have a large number of customers with a pet branch that should only be available for pet cases to reduce entry error. Sam...
Erin Merriott over 2 years ago in Case Management / Case 0 Planned

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 over 2 years ago in Case Management / Case 0 Not being considered