Pinned ideas

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...

Case Management

Showing 499

1 VOTE

Reminders on contract line items

it would be nice to have the ability to set reminders on an line item in the Goods & Services page. If a service is a month away, then we might not want to order the flowers or casket, or whatever the item may be so far in advance. Or if we do...

Susan Espinosa 6 months ago in Case Management / Goods & Services 0 Future consideration

4 VOTE

Pricelist, adding template

users might want to add multiple caskets at one time and have these items share the same tax table, reporting category, accounting code, etc. The goal would be to add similar items quickly so that all you have to do is modify, the name and price.

Guest almost 2 years ago in Case Management / Price List 0 Future consideration

4 VOTE

Check for duplicate decedent names.

Jill Materia almost 2 years ago in Case Management / Data Entry 0 Already exists

9 VOTE

Enable replication of case under new case ID (for Spouse)

This would be helpful both on the Preneed and At Need side. For preneed, there are many times when our Preneed counselor enters a preneed for a husband and wife at the same time. On at need, for example, we periodically deal with cases where we ar...

Jay McAfee about 4 years ago in Case Management 0 Planned

1 VOTE

New Event attendance category

When adding an event, under attendance we can choose either private or public. I would like to add an additional category "Public/No Funeral Home" for those events the family is having on their own without funeral home staff assisting. This event ...

Guest 6 months ago in Case Management / Calendar 0 Future consideration

1 VOTE

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 6 months ago in Case Management / Reports & Dashboards 0 Planned

10 VOTE

Requiring C.S.T. for signing should also prevent user from adding any G&S

Currently you can restrict signing on the G&S page if a C.S.T. has not been selected. Several people have asked that this requirement include users to not be allowed to add any items to the G&S page before selecting a C.S.T. Example: Say y...

Erin Merriott almost 5 years ago in Case Management / Goods & Services 0 Planned

2 VOTE

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 12 months ago in Case Management / Documents 1 Planned

2 VOTE

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 12 months ago in Case Management / Payments & Adjustments 0 Planned

1 VOTE

Custom Fields on AI Obituary

Piasecki Funeral Home pointed out that they any of the information that they input on their custom fields was not pulling over onto the AI Obituary. This would be helpful for custom fields that list high school grad yr, high school name, etc.

Guest 6 months ago in Case Management / Obituary 0 Future consideration

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