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...
My staff has a few suggestions/complaints about how cases can be managed due to the case/client type/status. Can we please be allowed to choose a client service type for an Imminent Need case? Preneed cases would be nice too, but it's especially f...
There needs to be a spot for "NA" on the parents. The death certificate system has one also. Not everyone knows their parents name. Leslie Buehler is an example on D22-011.
Change ability to check whether there is jewelry or pacemaker
Currently, the questions are "Pacemaker removed?" and "Jewelry removed?" There needs to be either an option to ask if there is jewelry or pacemaker and then to ask if removed, or to have a N/A option.
It would be a lot easier to add the line item addition date to the goods and services pages rather than having to pull the reports just to simply find a date.
Customer would like to be able to default a disposition per branch like we can for case type per branch. Her example was that the crematory and pet branch disposition will always be cremation (for them).
Erin Merriott
about 2 years ago
in Case Management / Case
0
Future consideration
I would like to create default reminders for the task that would save within the checklist. Example, reminder set to 24 hours prior to service remind FD if task is not completed.
Populate case info on Cash cases from At Need cases
When I enter a new cash sale from a family that we already served, it would be helpful and time saving if the address info populated when you start to enter the name info
Disposition page: Add space to enter grave location GPS coordinates with lot description.
We often don't have access to lot description in our various private cemeteries, but we make note of their GPS coordinates on every grave for future reference.
Joseph Schuller
over 2 years ago
in Case Management / Case
0
Future consideration
Obituary page to have new section added with information on what newspapers and what dates to run the obit in for the staff to see and work off of.
Currently, there are no drop down boxes or information boxes, where the newspapers that obituaries are to run in and and no drop down box or information box that tells a user where, when and how many days to run an obituary in the paper for the de...
Move Contract Due Date to the Goods and Services tab and make required. before printing SFG.
Almost every time I'm preparing a contract, I forget to indicate a due date. The reason is, because it's on the Payments and Adjustments tab. It makes much more sense for it to be on the G&S tab. Also, this date should be required before print...
0
Future consideration
1
Future consideration
