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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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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

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

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

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

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

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

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

Care Center: Embalming

On the Care Center>Embalming page in Passare on the Injection section there are 3 fields for injections. Piasecki Funeral Home noted that there have been some instances where there may be more injections needed. Having 5 injection fields could ...
Guest 6 months ago in Case Management / Care Center 0 Already exists

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

User Specific Checklists

There are several checklist filters, can we add another for a user filter. This will allow us to create a customized checklist that applies to specific user(s) within our organization. This can accommodate tasks for different responsibilities, job...
Kurt Edenbach 12 months ago in Case Management / Checklist 0 Planned