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Family & Friends

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Option to Copy Deceased's Address for Informant

Often times the informant is the spouse of the decedent. Would be helpful to check a box to copy over the decedent's address as the informant's address.
Guest 8 months ago in Case Management / Family & Friends 0 Planned

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

In the family and friends tab - a notes box for each person to add additional info for them specifically

We have numerous repeat families, and it has become more frequent lately that the family members have no idea their parents/siblings personal information. It would be a place where we could put personal information for the informant, co-informant,...
Melissa Bowen 8 months ago in Case Management / Family & Friends 0 Future consideration

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 10 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

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

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

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