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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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Additional information needed on "View Check Detail" screen when in Goods and Services

On the Goods and Services screen when clicking on View check details, It would be extremely helpful to see the following, especially when dealing with cash advance accruals: The check transaction. This allows a Vertin user to see at a very quick g...
Londa Darwin almost 2 years ago in Case Management / Goods & Services 0 Planned

Photo on Case Listing

Please consider adding the photo at the top of each case listing next to name, dates, case identifier so right as you open a case or while you're working on the different pages, the primary photo would always appear.
Guest over 1 year ago in Case Management / Files 0 Future consideration

Memo Field under 'add payment' transaction doesn't wrap like the other transaction types

Saul Funeral Home is using the memo field for their 'add payments' transaction on most every transaction they enter. Currently every transaction type BUT add payment will wrap the text for the memo field. For add payment (check/cash/card/ach) the ...
Chloe Jonas 6 months ago in Case Management / Payments & Adjustments 0 Planned

Increased character count in the check # field on transaction

Saul Funeral Home is running into the issue where they do not have enough space in the check # field to put all of the information that they are needing. They have requested that this character count increase or not be limited like it currently is...
Chloe Jonas 6 months ago in Case Management / Payments & Adjustments 0 Planned

Expand Details for Open Casket & Body Present Options

Within the Funeral Options section we would like to have the Open Casket and Body Present areas expanded to include text, not just yes or no. We have many instances were the casket is open for a private family visitations and then closed during th...
Guest about 1 year ago in Case Management / Data Entry 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 3 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 3 months ago in Case Management / Care Center 0 Future consideration

Vitals: Copy Address

When the new Vitals page was created and merged with the First Call page, the button to copy the decedent's address from existing F&F was not restored. Please put this back.
Guest 3 months ago in Case Management / Data Entry 0 Planned

Add drop down in service entry area on funeral options that states This Event is Not Staffed

This drop down would be very helpful for assistants and people answering the phone to know it is not staffed, it should also show on the page after you save so they do not have to go into the service as if to make changes. In Funeral Options
Guest 10 months ago in Case Management / Appointments 0 Planned

Convert a preneed case to an imminent-need case

We we get notified of an impending death and there is already a preneed on file, we want to be able to convert that preneed case into an imminent-need case.
Guest about 5 years ago in Case Management / Case 3 Future consideration