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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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Ability to mark spouse as deceased from Vital Statistics page

It would be helpful to be able to mark the decedent's spouse as deceased from the Vital Statistics page, like you can do with parents., so that it can carry through to the Friends and Family page.
John Souter about 4 years ago in Case Management 0 Planned

"Cancel eSignature Request" Warning Before Deleting Case

Before you delete a case where an eSignature has been requested, there should be warning message to Cancel the Signature request so that the form doesn't get stuck in limbo. Once the form is awaiting signatures, it cannot be edited or deleted from...
Kaylan Johnson over 3 years ago in Case Management 0 Planned

Add Cash Sale Case Type to System Reports

Users need to be able to pull the following System Reports and specify only Cash Sale Cases, just like they can all the other case types. Detailed Items Sold Detailed Sales Items Sold
Kaylan Johnson almost 3 years ago in Case Management / System Report 2 Planned

Copy address

When you pull over data from ASD the family and their phone numbers populate. When you copy over an address to that family member it erases the phone numbers. I didn't understand why my phone numbers were disappearing until I notice system did it....
Guest over 3 years ago in Case Management / Data Entry 0 Planned

Service Details Columns on Case Listing

Would be beneficial to include the location name of the service on the Service Details Columns. Most whiteboards have the date & time along with where it will be held so the funeral directors can see it in passing and not have to click into th...
Guest over 3 years ago in Case Management / Reports & Dashboards 2 Planned

VA Headstone or Marker Form (Emblem of Belief)

The VA Form, Claim for Standard Government Headstone or Marker on the Veteran Information Page in Passare. In the Desire Emblem of Belief, there is a radio button for Latin Cross. There is no Latin Cross on the form, if on Passare if it could inst...
Guest 9 months ago in Case Management / Files 0 Planned

Warning when At Need case name matches a Pre Need

This is partially a staff training issue, but it would be nice if when entering a new At Need case, should that first & last name match a PreNeed case, a warning would come up. It would need to be easy to override, but we've had a few times wh...
Holly Stammis about 2 years ago in Case Management / Case 0 Planned

Global Search Improvements

Users would like improvements to the Global Search tool: Prioritize search results by recently clicked, rather than number of clicks funeral homes typically juggle a handful of cases at a time and are quickly closing these contracts out, then movi...
Jessie Goggans almost 3 years ago in Case Management / Search 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 over 2 years ago in Case Management / Care Center 0 Planned

Move total amount under the item totals on reports when grouped

Currently when you group user reports with financials, you get a table with the sum and the amount is not in the same column as the item amounts. This makes it difficult when users have to take the excel file and do their own calculations and it i...
Guest 9 months ago in Case Management / Reports & Dashboards 0 Planned