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Family & Friends

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Family & Friends - Beneficiary Role

Beneficiaries don't appear in the order that they are selected on insurance assignments on the payments & adjustments page. Instead they are in order of how they are listed on the F&F page. I'm wondering if it's best to add a role for bene...
Tarrence Price over 4 years ago in Case Management / Family & Friends 0 Planned

Family & Friends Radio Button For Deceased

Would be helpful to move radio button for living/deceased up next to name of family friends when entering data instead of having to drop down to additional information everytime.
Clayton White almost 2 years ago in Case Management / Family & Friends 0 Planned

Add field on family & friends for non english speaker

On each family/friend, Funeral directors would like a yes/no for people that speak a language other than English and a field to fill in the language. This would be helpful for aftercare/surveys/PN leads so the funeral home can send proper communic...
Madison Hicks 9 months ago in Case Management / Family & Friends 0 Planned

Saving SSN for all family members

Currently we can only save SSN for Purchaser and Co-Purchaser. It would be helpful to have this ability for other family members, when they provide it, for future services.
Jill Materia about 2 years ago in Case Management / Family & Friends 0 Future consideration

Family & Friends Spouse Option

It would be very helpful in my opinion to have an available option when a family member is listed to have a space for their spouse or significant other. Also it would need to populate that person in parentheses in the obituary.
Guest about 2 years ago in Case Management / Family & Friends 0 Already exists

Linking Cases

It would be nice if you could link one case to another. Lets say your putting in a case and one of the family memebers has passed and that family member was a previous case in passare it would be nice if you could link them so you could look back ...
Matt Murphy about 4 years ago in Case Management / Family & Friends 0 Planned

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 about 1 year ago in Case Management / Family & Friends 0 Future consideration

Reference Case Details for Deceased Family/Friends

When entering a family member and checking the deceased box for that person, make it so you can pull in the date of death, place of burial, etc. from that family member's case entry. Example: The decedent is Jane Smith. We enter Jen Doe as her dec...
Guest about 1 year ago in Case Management / Family & Friends 0 Future consideration

Pre-Need Family and Friends Self

When completing a Pre-Need Case, on the Family and Friends page and the Self family and friend is listed. If all applicable information that was filled in on the Pre-Need Basics and Vital Statistics Page be filled in on the family and friend's page.
Guest over 1 year ago in Case Management / Family & Friends 0 Future consideration

Family & Friends additional role

We would like to have an additional role in Family & Friends. Called it: Receiving Cremains This is often someone other then the NOK1 who signed the authorization yet they approved and designated someone else to receive or pick them up for them.
Elizabeth Reed over 1 year ago in Case Management / Family & Friends 0 Planned