đź’ˇ Share your Ideas!
ADD A NEW IDEA

Pinned ideas

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...
Share feedback 0

Case

Showing 90

Unknown Time of Death

Currently there is not a way to indicate if the time of death is unknown. It would be really helpful to be able to indicate this!
Anna Andrews almost 2 years ago in Case Management / Case 1 Future consideration

saving files

It would be really helpful if we could save existing folders into the case files without separating out each document within the folder
Guest 4 months ago in Case Management / Files 0 Future consideration

Add the ability to @ within a Custom Field

Please add the ability to send an @ notification within a custom field text box.
Guest about 1 year ago in Case Management / Data Entry 0 Future consideration

Ability to unselect imminent need once converted to at-need

Johnson-Romito Funeral Home (premium customer) would like to have the ability to unselect the imminent need case type once they convert to at-need in order to differentiate and separate
Chloe Jonas 9 months ago in Case Management / Case 0 Future consideration

Tag Users in Care Center Notes

It would be helpful if funeral directors could tag other users in notes sections in the Care Center. For example, on the Appearance page, in the Hairdressing section the Description of Request box.
Guest 10 months ago in Case Management / Care Center 0 Future consideration

Please add Money Order as a Payment Option

We have families who pay with a Money Order. We would like an option to designate as such. Thanks!
Jill Materia about 1 year ago in Case Management / Payments & Adjustments 0 Future consideration

In the family and friends tab - a notes box for each person to add additional info for them specifically

We have numerous repeat families, and it has become more frequent lately that the family members have no idea their parents/siblings personal information. It would be a place where we could put personal information for the informant, co-informant,...
Melissa Bowen 5 months ago in Case Management / Family & Friends 0 Future consideration

Care Center Portions Option

It would be wonderful if there was an option to alert the care center--cremation tab, how many portions of cremated remains a family would want. Similar to the "Lock of Hair Requested" once it has been clicked yes you have the ability to add the q...
Simone Coplin 5 months ago in Case Management / Care Center 0 Future consideration

Ability to check for duplicate social BEFORE you create a case

Upon case creation, we need the ability to check for duplicate social before creating a case. This helps prevent creating duplicate cases. Currently this feature is only available after you have created a case causing issues especially when you ha...
Julie Hofmann 10 months ago in Case Management / Case 0 Future consideration

Reminders on contract line items

it would be nice to have the ability to set reminders on an line item in the Goods & Services page. If a service is a month away, then we might not want to order the flowers or casket, or whatever the item may be so far in advance. Or if we do...
Susan Espinosa 5 months ago in Case Management / Goods & Services 0 Future consideration