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...

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Showing 195 of 561

2 VOTE

Obituary AI needs to pull preceded in death by (Deceased Relatives)

This is not a bug but needed to be an idea: Bojan BojanovicOct 19, 2023 at 9:37 AM CDT @Julie Hofmann i talked with dev who implemented this, there was no requirements this kind so he made this to use only living F&F and family relationship in...

Julie Hofmann 6 months ago in Case Management / Obituary 0 Planned

11 VOTE

Ability to Default a Funeral Director

It would be really beneficial to have the ability to set a default Funeral Director especially when there is only one Funeral Director in the Funeral Home. This way the funeral director doesnt have to assign themselves to every single case.

Guest about 3 years ago in Case Management / Data Entry 1 Planned

1 VOTE

Relationship of Great Great Grandchild and Great Great Great Grandchild

Having an option on the Family and Friends page for Great Great Grandchild, and Great Great Great Great Grandchild, for obituary purposes.

Guest 3 months ago in Case Management / Family & Friends 0 Future consideration

2 VOTE

Add a date of disposition field for disposition of cremains

Please add in a date of disposition for cremains on the disposition page. We can put in the date of disposition of the deceased but cant put in a date we disposed of the cremains.

Guest 7 months ago in Case Management / Data Entry 0 Planned

1 VOTE

Move SSN on Vitals Page

Could you please move SSN above marital status on the Beta version of the Vitals page? Currently, you select Marital Status first, then if a spouse exists, their first & last name boxes appear. The SSN box is immediately after the spouse. At f...

Guest 4 months ago in Case Management / Data Entry 0 Planned

1 VOTE

Dropdown Case Files

When there are a lot of files/photos on the case files sidebar, if there could be an option to have a dropdown of the files, this way they are all compacted.

Guest 4 months ago in Case Management / Files 0 Future consideration

4 VOTE

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 about 1 year ago in Case Management / Case 1 Future consideration

14 VOTE

When information is entered on one tab, it updates on all other applicable pages

User Story As a user, I would like for information entered on one tab to populate on all other applicable pages. For example, if you are in a case and navigate to the Arrangement Tab and under disposition: we enter Date of Disposition; Disposition...

Guest over 4 years ago in Case Management / Data Entry 1 Planned

5 VOTE

"Add to Dictionary" option on Obituary page to bypass spell check

Funeral home names & cities are often marked as misspelled on the obituary page & can be annoying/distracting to have words underlined multiple times in each obituary. Ex: Falardeau FH in Baldwinsville, both words are underlined every time...

Madison Hicks over 1 year ago in Case Management / Obituary 0 Not being considered

4 VOTE

Check for duplicate decedent names.

Jill Materia over 1 year ago in Case Management / Data Entry 0 Already exists

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