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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...
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Data Entry

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We need a way to assign names of the people who are responsible for a funeral, calling hours etc. on the funeral option tabs. They need to show when we print a daily schedule.

When we have four funerals going at the same time we need to b e able to see at a glance who is assigned to what
Guest almost 2 years ago in Case Management / Data Entry 1 Future consideration

date of death type

For the date of death in First Call and Vital Statistics section can there be an option for choose the type of death date like below.
Guest about 2 years ago in Case Management / Data Entry 1 Future consideration

Removal From State disposition option

Please create a "removal from state" disposition option.
Guest over 1 year ago in Case Management / Data Entry 0 Future consideration

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 about 2 years 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 over 2 years ago in Case Management / Data Entry 0 Future consideration