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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

Improving Selecting Memorial Content on Memorial Templates

When a Memorial Template is the at the end of list in the Templates, it can be difficult to select the Memorial Content. I have attached a screenshot of an example. You are not able to see the "Select" button. You need to scroll down on a specific...
Devin Pauly over 2 years ago in Case Management / Documents 1 Planned

Care Center: Cremation - Case Listing Columns

User would like to build a care center log using Dashboards. Requesting the following: 1) CC Cremation: Pickup Cremated Remains Date 2) CC Cremation: Pickup Cremated Remains Date 3) CC Cremation: Pickup Cremated Remains Date and Time These fields ...
Jessie Goggans over 2 years ago in Case Management / Care Center 0 Planned

Ability to Export by Batch Payment Number

Sam Houston Funeral Home would like the ability to export a batch payments accounting export by the Batch Number. Currently you have to pick a date range or a specific case to do the export and it would be easier for them if they could do this bas...
Julie Hofmann over 2 years ago in Case Management / Accounting 1 Planned

Scheduling Price List Changes - Cost

Need the ability to be able to schedule cost updates in the price list just like we are currently able to schedule changes for the retail price.
Kelsey Swearingen over 2 years ago in Case Management / Price List 0 Planned

Exclude Deleted Cases Financials from Accounting Exports

Currently when running an accounting export, you can export financials from a case that has been deleted. In the sense of things if a case is deleted you would no longer need those financials therefore it can cause some confusion if the financial ...
Sierra Chaffin over 2 years ago in Case Management / Export/Import 0 Planned

Owner Info Columns for Pet Case Reporting

Could we have "Owner" info columns available for reporting on Pet Cases? Currently the only options in User Reports are Pet Business and Primary Purchaser.
Erin Merriott almost 3 years ago in Case Management / User Report 1 Planned

Search Bar & Ability to Save Filters/Tabs on Check Writing Page

Customers are requesting a search bar on the check writing page that allows them to search by check number, payee, amount, etc. They would also like to be able to save filters as tabs like you can on the case listing page. Currently if you need to...
Erin Merriott about 3 years ago in Case Management / Check Writing 1 Planned

Ability to Delete PL Items from CSV

We need a column on the PL csv for delete (like we now have on the rolodex csv). This will prevent us from manually deleting PL items one by one.
Erin Merriott about 3 years ago in Case Management / Price List 0 Planned

Include Column for TOD and DOD Combined on Case Listing

Currently, you can sort cases by Case Created At, which includes a timestamp of when the case was created (unchangeable). This ensures the integrity of the order in which the cases were created if sorting by this column. Sorting by the Decedent Da...
Kaylan Johnson over 3 years ago in Case Management / Automations & Triggers 0 Planned