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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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Embalming Page- add Tank Size option for all injections/fluids

It was suggested that the option to record the tank size for each injection type be added to the Embalming Page/Care Center in cases where the tank sizes are not the same for all injection fluids. This will help make paperwork/records more accurate.
Jennifer Jenson 8 months ago in Case Management 0 Planned

The ability for directors to communicate through a online messaging process to leave notes to each other beyond the case notes.

This would allow us to keep up to date with each other on cases without adding it to the actual case notes section. I also believe this would be a great addition to the mobile app.
Guest over 2 years ago in Case Management / Integrations 0 Planned

QB Export - "Select All" Option

When adding QB exports (Accounting > Accounting Reports > Add Report > QuickBooks), Ops has to check each checkbox ON individually. Our default setup for new QB customers is to check ON all boxes, which is done manually. Ops would like a ...
Jessie Goggans almost 4 years ago in Case Management / Accounting 0 Planned

Show Private or Public with Services on the Dashboard

When I create a dashboard for future services, I cannot see whether a service is private or public without going into the case or going to the calendar. Can we add a column for private or public or the icon indicator to the dashboard?
Julie Hofmann over 4 years ago in Case Management / Reports & Dashboards 2 Planned

Make the parents' "deceased" button the top question, not last

so often the funeral directors forget to ask this question, or staff leave the default "no" option marked. It might be nice if the default was "yes" that the parents are deceased, because they usually are, and if this question were either in the f...
Holly Stammis over 3 years ago in Case Management / Data Entry 1 Planned

DOB Report Filter

I was speaking with a funeral director from Vertin, and she was wanting to run a report for the DOB & DOD anniversaries of decedents. However, we're unable to filter by date of birth. She said this filter option would make it easier to run som...
Tarrence Price 9 months ago in Case Management / User Report 0 Planned

Being able to select multiple forms at a time under templates to print

Brown Funeral Home & Cremation Services has suggested that the ability to select multiple documents under the templates page to print more than one at a time would be significantly more efficient than clicking on 8 different forms individually...
Chloe Jonas over 1 year ago in Case Management / Documents 1 Planned

Allow one payment to be split across multiple cases for Pet Clinics or Trade Businesses

Currently Best Friends Pet Services (A French Funerals Company) has the ability in SRS to enter one lump sum payment, and select multiple cases to apply the payment to. For example I get $1000 check from a veterinarian clinic and I need to apply i...
Julie Hofmann over 1 year ago in Case Management / Payments & Adjustments 0 Planned

We use the G&S for Pre-Need cost estimates at Wenig FHs (Vertin Co) as it's most customizable; any chance we can get a "copy from" button for a spouse who selects similar services?

This would give our families two customized estimates without the hassle of re-entering.
Guest over 3 years ago in Case Management / Goods & Services 1 Planned

User Specific Checklists

There are several checklist filters, can we add another for a user filter. This will allow us to create a customized checklist that applies to specific user(s) within our organization. This can accommodate tasks for different responsibilities, job...
Kurt Edenbach over 1 year ago in Case Management / Checklist 0 Planned