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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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Family & Friends Radio Button For Deceased

Would be helpful to move radio button for living/deceased up next to name of family friends when entering data instead of having to drop down to additional information everytime.
Clayton White almost 2 years ago in Case Management / Family & Friends 0 Planned

Search option for inventory

We have a lot of items that "might be" in stock, which means that there are a TON of options in the pull down when we add inventory. I don't always remember the exact name I gave the item in the pricelist either. So finding a specific keepsake urn...
Holly Stammis 8 months ago in Case Management / Inventory 0 Planned

Obituary AI needs to pull preceded in death by (Deceased Relatives)

This is not a bug but needed to be an idea: Bojan BojanovicOct 19, 2023 at 9:37 AM CDT @Julie Hofmann i talked with dev who implemented this, there was no requirements this kind so he made this to use only living F&F and family relationship in...
Julie Hofmann over 1 year ago in Case Management / Obituary 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

Vitals: Copy Address

When the new Vitals page was created and merged with the First Call page, the button to copy the decedent's address from existing F&F was not restored. Please put this back.
Guest 8 months ago in Case Management / Data Entry 0 Planned

Add a date of disposition field for disposition of cremains

Please add in a date of disposition for cremains on the disposition page. We can put in the date of disposition of the deceased but cant put in a date we disposed of the cremains.
Guest over 1 year ago in Case Management / Data Entry 0 Planned

PC Messages: Make text notifications more informative and link to mobile app if installed

Love the messaging in the PC and also the recent integration with the Mobile app. A couple of improvements I would like to suggest are: Text alerts be more informative. Currently, it only provides a very generic message that there's a new mess...
Guest 9 months ago in Planning Center 0 Planned

Second Visitation tags in obituary

It would be great to be able to add the info for a second visitation as tags that I can add to an obit template. I have a FH who will do a public viewing from 4-6 and 6-8 for example and they would like to not have to enter the second service manu...
Anna Andrews about 2 years ago in Case Management / Obituary 0 Planned

Filter by custom field dates on dashboards

Several of my firms have to add custom fields with dates to accommodate reporting. This particular one is the arrival date for pet cases at Best Friends pet crematory. They have to filter their Graystone reports off of this date. Could we add the ...
Julie Hofmann 9 months ago in Case Management / Reports & Dashboards 0 Planned

Make names Clickable

On the Case Listing you can edit the columns to multiple different options of listing the name but it appears the only one you can click into (for the Decedent) is the Decedent Full Name column. For many they like to list Decedents Last Name, Firs...
Sierra Chaffin over 4 years ago in Case Management / Reports & Dashboards 1 Planned