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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 Restore Deleted Checklists and Ability to Create a New Checklist within a Case

I see we have an older idea related to a portion of this idea that was marked as "will not implement". The comment suggests to have a list of the checklist items on your computer so you can rebuild. You cannot create a new checklist within the cas...
Erin Merriott over 3 years ago in Case Management / Checklist 3 Planned

Allow one payment to be split across multiple cases for Pet Clinics or Trade Businesses

Currently Best Friends Pet Services (A French Funerals Company) has the ability in SRS to enter one lump sum payment, and select multiple cases to apply the payment to. For example I get $1000 check from a veterinarian clinic and I need to apply i...
Julie Hofmann 4 months ago in Case Management / Payments & Adjustments 0 Planned

Ability to pin important Notes

As a user, it would be great to have the ability to pin important notes about a case somewhere on the page where it is easy to see. Users could also unpin the note once they don't need it anymore. This would help us highlight important information...
Product Team about 4 years ago in Case Management / Notes 1 Planned

Making End Time for services option on the Funeral Options Page

Johnson Romito Funeral Home does not always publish an end time to their services and would like the option of including a start time without also listing an end time.
Chloe Jonas 9 months ago in Case Management / Data Entry 0 Planned

Family & Friends Radio Button For Deceased

Would be helpful to move radio button for living/deceased up next to name of family friends when entering data instead of having to drop down to additional information everytime.
Clayton White about 1 year ago in Case Management / Family & Friends 0 Planned

When searching for a family member on a case, show their name as part of the search results.

Currently, when searching for someone that is a family & friend on a case, there is no way of knowing what case the person is associated with. The search results only show the decedent's name. It would be helpful to also see the name of the fa...
Guest over 2 years ago in Case Management / Case 0 Planned

Requiring C.S.T. for signing should also prevent user from adding any G&S

Currently you can restrict signing on the G&S page if a C.S.T. has not been selected. Several people have asked that this requirement include users to not be allowed to add any items to the G&S page before selecting a C.S.T. Example: Say...
Erin Merriott about 4 years ago in Case Management / Goods & Services 0 Planned

Second Visitation tags in obituary

It would be great to be able to add the info for a second visitation as tags that I can add to an obit template. I have a FH who will do a public viewing from 4-6 and 6-8 for example and they would like to not have to enter the second service manu...
Anna Andrews over 1 year ago in Case Management / Obituary 0 Planned

Internal Notes

It would be useful to have the ability to track internal note history; ex. if the internal note was deleted, it would be great to be able to click "detailed history" and see when and who deleted that note. (like the detailed history on the goods a...
Joanna Gore almost 4 years ago in Case Management / Notes 0 Planned

Add the option to put Date of Burying Remains at Cemetery when a Cremation Date is added

When cremation date is added, we should also have another spot for the date of burying remains at the cemetery as well
Product Team about 4 years ago in Case Management / Care Center 0 Planned