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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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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 about 1 year ago in Case Management / Checklist 0 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 about 1 year ago in Case Management / Family & Friends 0 Planned

Add DNA Sample Obtained "yes/no" radio button

Connelly McKinley in Cananda would like us to add DNA Sample Obtained "yes/no" radio button to the care center near "Fingerprints Obtained".
Julie Hofmann 3 months ago in Case Management / Care Center 0 Future consideration

calculate the persons age automatically

one less thing to do
Guest 10 months ago in Case Management / Data Entry 1 Planned

Notification for Conflicting Funeral Services

Yvonne Sersch pointed out that the system doesn't provide a notification if multiple services are scheduled at the same time. Would it be possible to have a notification if there are conflicting services?
Tarrence Price over 1 year ago in Case Management / Appointments 1 Future consideration

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 over 1 year ago in Case Management / Payments & Adjustments 1 Future consideration

Preparation Due Date and Cremation Date fields from Care Center visible on the Funeral Options Page

Jayme with Brussard's has requested that the prep due by and cremation scheduled date fields be listed/visible on the Funeral Options page to make scheduling events easier for the team.
Chloe Jonas 3 months ago in Case Management / Care Center 0 Future consideration

Account codes and dates displayed on the Goods & Services screen

Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals. Date are also very helpful so that we can see, at a very quick gla...
Londa Darwin almost 5 years ago in Case Management / Goods & Services 3 Planned

Dashboard: Case Reference on Cash Sale not hyperlinked

If you have a Cash Sale and that cash sale references an actual decedent case and you have the Cash Sale Reference column showing on the Dashboard, the Case being referenced is not hyperlinked on the Dashboard. You must open the case to link to th...
Guest 3 months ago in Case Management / Case 0 Planned

Display Pre Need differently than At Need

It would be helpful if text entered as a Pre could display in a different color. When moving to At Need sometimes data changes and it's hard to figure what was selected as a Pre versus what is being selected during an at-need arrangement. The abil...
Jill Materia about 1 year ago in Case Management / Data Entry 0 Future consideration