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...
I thought it would be super helpful to have the ability to attach the proper form to the checklist item
Having the ability to upload the form to the checklist item would be super convenient and help us ensure that all documents are submitted and we can have someone in our office check for accuracy once they are uploaded to the checklist
Ability to customize Family & Friends Fields Placement
Users would like the option to customize which fields show initially when adding in new Family & Friends. For example: moving the "Spouse" field out of "Additional Information" to the primary view, so that this is easily edited. Some users fin...
Rolodex access within a case (specifically At-Need cases)
Having the ability to lookup a phone number or a cemetery charge in the rolodex while not having to leave the case would be extremely helpful. Even if you could do a quick search in the rolodex and click on the person/organization you need and the...
Being able to select documents to show in the standard forms based on either organization or branch would allow greater organization for our firms that are in multiple cities/counties and need specific forms for each location.
Add Ability for Users to Bookmark Forms to Display Separately from Standard Forms
We've had a lot of customers ask about changing the Order/Selection of Standard Forms, and while there are certainly workarounds that we've been able to use, some FH Standard Forms are mandated by Organizations like Vertin/Legacy etc. Specifically...
Aderhold Funeral Home mentioned that having the Obituary and Disposition page flipped on a case would be beneficial so this way the disposition will pull on the obituary.
Additional option for check date as mm/dd/yyyy (current templates output mm/dd/yy) Additional option for written check amount to have each word capitalized and to populate Five "Dollar(s)" & 00/100 (current template outputs "five & 00/100"...
As a Super-Admin, I could not delete the event on a funeral home's calendar. I had to assign the permission to the Admin/FD role and then "View As" an Admin/FD and then I had the ability to delete the event. Is there a way to add this role to Supe...
Create an override so that the "Preferred Name" overrides the legal name on contracts, reports, etc
Right now, any document generated uses the name you have put in "John Harry
Anderson." But if he always went by Harry Anderson then the contract, front
door sign, flower cards, etc, will automatically generate his full name,
which wouldn't be p...
Guest
10 months ago
in Case Management
0
Future consideration
eSignature audit trail in the same pdf as signed document
Minnesota requires that all documents be kept in printed form for 3 years, even if the original document is electronic. To be compliant, we need to include the audit trail in the printed document. This document needs to show that it is page __ of ...
