add aftercare follow up fields for reports under rows to show = cases
This would benefit me as Aftercare Coordinator when inviting family members to the aftercare events we offer. Beneficial if report would pull aftercare names, phone number and mailing addresses when rows to show = cases so that the report only sho...
Allow Multiple Case Listing Widgets on One Dashboard
To mimic several funeral homes whiteboards and or Google Sheets, it would be good to have the ability to add multiple case listing widgets to one dashboard. Then we could have different filters for each widget to see multiple facets of what is goi...
I was speaking with a funeral director from Vertin, and she was wanting to run a report for the DOB & DOD anniversaries of decedents. However, we're unable to filter by date of birth. She said this filter option would make it easier to run som...
Show Private or Public with Services on the Dashboard
When I create a dashboard for future services, I cannot see whether a service is private or public without going into the case or going to the calendar. Can we add a column for private or public or the icon indicator to the dashboard?
Remove the branch name from the location name on "Last Location" column
Funeral Homes would like for the full branch name to be removed from the location column for decedent tracking dashboards. This being in front of the actual location name from the app, takes up way too much room and is unnecessary especially for f...
Needed "ordered" info as column options in user reports
We are needing the "ordered" fields from the Merchandise page in the Care Center to be column options in User Reports. This would include: Type Name Ordered Date Ordered Time Order Taken by Delivery Location Delivery Date
Custom fields needed in all "Rows show results For" options of user reports
We are needing any custom fields to be available as columns in user reports for all the "Rows show results for" options. This would be for all options under #2 but one example would be that today when building a user report, if you chose Family &a...
I've been working with a client on their daily schedule of services report. They're needing it to run daily and to show services for the next 7 days. We can do next week, but that's only for the calendar week; it won't update every day. We have th...
On the Case Listing you can edit the columns to multiple different options of listing the name but it appears the only one you can click into (for the Decedent) is the Decedent Full Name column. For many they like to list Decedents Last Name, Firs...
Mike at Lee Funeral Home would like us to have the Balance Due on the case at the top of the toolbar preferable near the decedents name, DOB, DOD, case number etc. This way they do not always have to navigate to the G&S page or P&A page to...
