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PINNED Check for duplicate decedent names.
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...

Data Entry

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Case type suggestions

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...
Holly Stammis over 1 year ago in Case Management / Data Entry 0 Future consideration

Add a list for Character of Discharge under the Veterans page

From Julie Silha at Schumacher Kish Funeral Home: With that being said, I promised you some information for the Veteran’s information screen to potentially create a dropdown list for Character of Discharge. Coming from a background of working with...
Guest over 1 year ago in Case Management / Data Entry 0 Future consideration

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
Guest almost 2 years ago in Case Management / Data Entry 0 Future consideration