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Family & Friends

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Veteran Section for Family Members

Next to the demographic section on the vitals page could there be a section that would let you input Veteran Information for the spouse?
Adrain Valerio 10 months ago in Case Management / Family & Friends 0 Future consideration

New Role for Cremains Pickup

While there is a spot in the care center to record who picked up cremains, it would be helpful to add a cremains pickup role like there is a DC recipient role.
Anna Andrews over 3 years ago in Case Management / Family & Friends 2 Planned

Custom Fields on Family & Friends

Can there be an option to add a custom field on the Family & Friends page.
Guest 10 months ago in Case Management / Family & Friends 0 Future consideration

Ability to Add More Than 1 Email Address

Please add the ability to add a secondary email address for Family/Friends. We often have loved ones provide us with their home and work email addresses and are asked to send correspondences to both. Right now we have no way to log them other than...
Guest almost 2 years ago in Case Management / Family & Friends 0 Future consideration

Ability to customize Family & Friends Fields Placement

Users would like the option to customize which fields show initially when adding in new Family & Friends. For example: moving the "Spouse" field out of "Additional Information" to the primary view, so that this is easily edited. Some users fin...
Jessie Goggans over 3 years ago in Case Management / Family & Friends 4 Future consideration

Tick box for deceased spouse of Friends and Family

When adding the spouse of a family member within that family member's entry, there is no option to indicate if that spouse is deceased.
Angela Anello 4 months ago in Case Management / Family & Friends 0 Future consideration

Please create Role Executor/Executrix

Please create a Role called Executor/Executrix. This Role would be especially important to our Canadian firms where around 90% of the time there is an Executor that is the legal representative named in the will, and that person is not usually also...
Guest 9 months ago in Case Management / Family & Friends 0 Future consideration

Add marital status option for "Common Law" and relationship of "Common Law Spouse"

Some states and countries recognize Common Law marriage as an official marital status. This varies from Civil Union. This needs to be an additional option both for marital status and as a relationship
Guest about 1 year ago in Case Management / Family & Friends 0 Planned

"Do Not Contact" Role for Family/Friends

There are some cases where family members do not want us to give out information to specific people. It would be helpful to be able to add them to the friends/family list with a role of something to the effect of "Do Not Contact" so any other dire...
Guest almost 2 years ago in Case Management / Family & Friends 1 Planned

I would like to see Passare ofer Aftercare system. We use one buts its just gotten so expensive that we dont really like to use it.

All families would benefit from it. Its like the survey send out, but instead its 5 cards ayear per family for first holiday, first anniversary of the loss for the first year only. It is ver effective.
Guest about 1 year ago in Case Management / Family & Friends 0 Future consideration