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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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Remember Preneed Next of Kin when converting to Atneed

When a preneed case goes atneed and the caller is a family member, you wind up with that family member listed twice in the family and friends section. Could there be a pulldown to select a family member that's already in the family and friends? It...
Angela Anello 4 days ago in Case Management / Data Entry 0 New

A checkbox for "Stillborn" that will gray out or disable date of birth/date of death

While not often, our firm handles cremations and burials for stillborn infants. The category of "stillborn" is available as an option on most forms in our state -- the best workaround currently is to put the date of birth and death as the same dat...
Joe Laedtke 10 months ago in Case Management / Data Entry 1 Future consideration

Quick add

When entering a case under the quick add to please add the option to add the middle name or initial...not a requirement! This is especially helpful when adding multiple clients both pre-need and at-need.
Gayla Satre 2 months ago in Case Management / Data Entry 0 Future consideration

Autosave when you change pages

It would be nice if you could transfer pages without having to save, an auto save when you shift maybe.
Product Team almost 5 years ago in Case Management / Data Entry 3 Future consideration

calculate the persons age automatically

one less thing to do
Guest 7 months ago in Case Management / Data Entry 1 Planned

Display Pre Need differently than At Need

It would be helpful if text entered as a Pre could display in a different color. When moving to At Need sometimes data changes and it's hard to figure what was selected as a Pre versus what is being selected during an at-need arrangement. The abil...
Jill Materia 12 months ago in Case Management / Data Entry 0 Future consideration

Cash Sale Able to Pull Info from Existing At-Need Case

Funeral Homes requesting that Cash Sales pull already entered information from At-Need cases, instead of having to re-enter info, which is less efficient. They would like the ability to either choose a Family & Friend on the At-Need case and c...
Guest 4 months ago in Case Management / Data Entry 0 Future consideration

Add weight field to case creation modal

Users would like the option to add in decedent weight on the initial case creation modal, both in the web and mobile apps. Decedent weight is often collected at the time of pickup.
Jessie Goggans about 2 years ago in Case Management / Data Entry 1 Planned

Add Field for Time of Birth for Infant Age Accuracy

In the First Call and Vital Statics pages, there doesn't appear to be a place to write the Decedent's Time of Birth. While that's not a very standard piece of information, it would be beneficial to provide a conditional field to select the time of...
Guest over 1 year ago in Case Management / Data Entry 0 Planned

Add a place to add clergy name

Need a place to record the clergy name so that it can be found if we are doing a case and want to see who the clergy was on a previous case.
Charles Evans 8 months ago in Case Management / Data Entry 2 Future consideration