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...
Ability to add different merchandise etc. to the Inventory Management Secetion
It would be great to see "Our Cost" & "Customer Cost". Whether the Merchandise is on display (with the #) and how many in storage and the total number. Also the ability to add other merchandise on "our end" to add to the list .
Need to be able to format Organization Messages. Currently, if I create a message in bullet point format, or with spacing I feel is appropriate to serve as a quick reference organization message for staff, the formatting is disregarded once I publ...
Everything we do is on military time, to avoid mistakes: Death Certificates, Time of Death, Appointments, you name it. Having this option will make your software more appealing.
Guest
about 4 years ago
in Case Management
2
Not being considered
Auto capitalize the first letter in fields like names, cities, etc.
As a user, it would be helpful and save time if when we entered first, middle, last names and other fields that need to be capitalized, it would automatically capitalize the first letter.
Links to Service Providers Contact Info within Service
We would like to see "show address" and "show contact information" for the Service Providers. This is currently available for Venue information (Funeral Options > Add Service > Venue) but not for Service Providers. The system asks for the in...
add aftercare follow up fields for reports under rows to show = cases
This would benefit me as Aftercare Coordinator when inviting family members to the aftercare events we offer. Beneficial if report would pull aftercare names, phone number and mailing addresses when rows to show = cases so that the report only sho...