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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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Add First, Middle, and Last names as columns in Survey Reports

Funeral Homes would like to pull each part of the name (first name, middle name, and last name) as individual columns on the survey reports
Madison Hicks 11 days ago in Case Management / System Report 0 New

Decedent Tracking Location "Pin Drop"

In the old app when you dropped a pin, you could revisit the dropped pin in the app. We would use this functionality to mark where in the cemetery a grave was so when we came back for final engravings we could easily find the grave. Can we bring t...
Ryan Patterson 2 months ago in Mobile 0 Planned

Middle Name Field when Creating a Case

When initially creating a case, if there could be a field for Middle Name so it can duplicate on the Vitals page.
Guest about 1 month ago in Case Management / Case 0 Gathering interest

automated notifications for urn check-ins at specific locations

if an urn is checked in at one of our locations, I’d like the system to automatically notify the staff (via a tagged account or email alert) that it has arrived—without needing someone to also manually send a message or add a note. Ideally, this w...
Ann Marie Terpstra about 2 months ago in Case Management / Integrations 0 Gathering interest

View vs Edit 'Family and Friends'

Once a Family or Friend is entered into the system, it is safe to assume we will need to readily 'view' their contact information on-demand from time to time without necessarily needing to 'edit' their information. It would be nice is 2 small icon...
Guest 13 days ago in Case Management / Family & Friends 1 Gathering interest

URL options for Invite e-mail

The link for the planning center is a little long. Can we have a few options for the link? The text invite is a good length but the invite in e-mail is 4 lines long. If we could have a shorter URL or have the ability to create a hyper link for it ...
Ryan Patterson 13 days ago in Planning Center 0 New

Client Service Type Remain at Pre-Need to At-Need Conversion

When converting a pre-need to at-need the client service type is changed to the first CST based on alphabetical order. So If I have "Cremation with Service" pre-need, it is changed to "Body Present Cremation" because B comes before C. Is there a w...
Ryan Patterson about 1 month ago in Case Management / Data Entry 0 Gathering interest

Multiple Signatures in Decedent Tracking

In Illinois, it is required that two people sign when transferring the care of a body. Right now, two separate locations would need to be created in order to get the signatures, one for drop off and one for receiving. It would be helpful if there ...
Guest 26 days ago in Mobile 0 Gathering interest

Price List - Inventory Filter

I think it would be useful if we had the ability to filter for inventoried and non-inventoried items in the price list. Rather than clicking into each item, the filter would give us this information very quickly.
Tarrence Price 16 days ago in Case Management / Price List 0 Planned

Clean Up Preferred/Alternate Name on Family & Friends and Case Summary Pages

First of all, when creating a Family Member, there is no "Preferred Name" field. The field is called "Alternate Name", which isn't consistent to how it's displayed on the Case Summary Page. (Also worth noting that in Decedent Vitals, it's referred...
Guest about 1 month ago in Case Management / Family & Friends 0 Gathering interest