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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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Add License Number for Nurses in the Rolodex

In the state of Wisconsin, the Nurse license number is required on the Death Certificate.
Julie Hofmann almost 2 years ago in Case Management / Rolodex 0 Planned

Merchandise reports

There are some reports that I would find really useful that don't exist--or at least I don't think they exist. Basically, I want to know what our most popular caskets have been over the last 2 years. But all I can get is a list of ALL of the merch...
Holly Stammis almost 2 years ago in Case Management / User Report 0 Planned

Funeral Innovations Preview Option

Would like to be able to preview data before syncing to my Funeral Innovations site. Right now the sync button immediately posts the information to my live website, which has caused frustration. I would like to be able to see all of the data synci...
Guest almost 4 years ago in Case Management / Integrations 4 Planned

Livestreaming Link

I would like to a Livestreaming service option that would allow us to share the RRL link in the same manner that you would share a physical address for the service location.
Reuben Feuerborn about 4 years ago in Case Management 0 Planned

Background or font color for notifications

Unless I'm sitting at a PC and have my window full size, (so basically, when I'm using my phone, tablet, or have a split screen on my PC), the background of the note notifications is a light gray, and the font is white. So it's unreadable. Which m...
Holly Stammis about 2 years ago in Case Management / Notifications 0 Planned

Add Coroner/ME contacted box to First call

I'm having a hard time getting this box accurately checked off by staff for every case, and I just realized it's because it's not on the first call page. I'd like to see this check box added to the first call page, preferably by either the locatio...
Holly Stammis about 2 years ago in Case Management / Data Entry 0 Planned

Owner Information on Pet Cases - Basic Info

The Basic Info page of a pet case allows you to enter the owner information. It does not however allow you to enter their phone number or email address. You must visit the Family & Friends page to do so which is several extra clicks. This area...
Erin Merriott about 2 years ago in Case Management / Data Entry 0 Planned

Custom Fields for Pet Cases

Currently we have custom fields available for every case type except pet. We need these for pet cases as well.
Erin Merriott about 2 years ago in Case Management / Data Entry 0 Planned

Default Branch per Case Type

We need the ability to default a branch per case type. Currently all branches show for all case types when creating cases. We have a large number of customers with a pet branch that should only be available for pet cases to reduce entry error. Sam...
Erin Merriott about 2 years ago in Case Management / Case 0 Planned

Email receipt for payments

Please add the ability to quickly send an email receipt to the payor (assuming an email address is provided) for any payment methods.
Guest about 2 years ago in Case Management / Payments & Adjustments 0 Planned