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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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Case Management

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Adding Aquamation/ Alkaline Hydrolysis to Disposition Type on Disposition Page

This FH only does direct cremation and direct aquamation and to record the disposition type for aquamation on the disposition page, they have to select other and type in aquamation every time. It would be great if that could be added to the drop d...
Anna Andrews about 2 years ago in Case Management / Case 2 Planned

Custom Fields: Add type to include Family and Friends

When setting up Custom Fields, as for the Field Type. It would be good if one of the options was to be able to choose from the Family and Friends table.
Guest about 2 years ago in Case Management / Data Entry 0 Planned

Hide Care Center

Ops would like Care Center hidden by default and turn it on by request, like our other features. This feature is not used by all customers and can cause confusion during trainings and for new customers learning the system.
Jessie Goggans about 2 years ago in Case Management / Care Center 0 Planned

There should be a shortcut button to the calendar from the daily agenda that shows on the Dashboard page so people can go straight into the calendar from that screen.

I have thought this myself and a funeral home brought it up yesterday because they liked the shortcut to templates and case files that appears on each page in the case.
Anna Andrews over 2 years ago in Case Management / Calendar 0 Planned

Cemetery phone number on disposition page

We get the address but not the phone number on that landing page.
Holly Stammis over 2 years ago in Case Management / Data Entry 0 Planned

Manually insert a Checklist

From what I can tell, the only way to get a checklist to show up is for it to happen automatically, based on certain criteria. That works great, but if something changes in that criteria, there's no way to manually insert a pre-populated checklist...
Guest over 2 years ago in Case Management / Checklist 1 Planned

Additional User Report Fields - Disposition

Customer requested user report fields to pull disposition related information such as cemetery and crematory name, addresses, and state information.
Erin Merriott over 2 years ago in Case Management / User Report 0 Planned

Sending the family a link for ID View

ID View so there is the capability to send the family a link so they can do the ID view and the link would expire after the ID's have been seen.
Chloe Jonas over 2 years ago in Case Management / Case 0 Planned

Use sender's user name instead up just address

When I get a reminder or notice from a co-worker, their name appears as their email address, not their names. Not everyone's email address is related to the name they are known by, which can be confusing. When I send a reminder or message, I use t...
Holly Stammis over 2 years ago in Case Management / Notifications 0 Planned

Shipping Information Pull From Rolodex

I spoke with Glenn at Mckoon Funeral Home and he said they do a lot of shipping and it would be beneficial for the "ship from" and "ship to" dropdowns to pull from the rolodex. Currently, the only options are the branches of that organization. It ...
Tarrence Price over 2 years ago in Case Management / Rolodex 1 Planned