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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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Create Setting to Allow Rolodex to Feed Down to Child Orgs

Many larger organizations have a parent/child org hierarchy due to staffing access, etc. and frequently need the option to share Rolodex entries from the parent level. Here are a couple of examples where this causes issues with the way it works to...
Kaylan Johnson about 2 months ago in Case Management / Rolodex 1 Gathering interest

Add Delivered To Locations on Merchandise Page of Care Center

Connelly McKinley said their vaults are always delivered directly to the cemetery not to the funeral homes. They need to be able to add new locations to the Delivered To on the merchandise page of the care center. Currently you can only pick from ...
Julie Hofmann 18 days ago in Case Management / Care Center 0 Planned

Adding Funeral Homes To Global Forms

When adding funeral homes to global forms, the system will take you back to the top of the list. This can slow the process down quite significantly, especially when it comes to orgs such as Vertin & Legacy, who have multiple locations. If we w...
Tarrence Price about 1 month ago in Case Management / Documents 0 Gathering interest

Care Center Tracking Checkbox

When you are in the process of converting a case to an at-need, most fields under case information light up as soon as you check the box before you hit save. Can this happen for the care center tracking box as well? Currently, you have to save and...
Tarrence Price 20 days ago in Case Management / Care Center 0 Gathering interest

Add a time found option for certification purposes.

Cutler Funeral Home requested an option for Time Found if Time of Death is uncertain. They will use time found for certain situations.
Ryan Patterson 20 days ago in Case Management / Data Entry 0 Already exists

Display Notes from Funeral Options Events on Case Summary/Schedule of Services section, printouts, and Funeral Options event list

Notes made within the Event on the Funeral Options page do not display outside of the widget for the Event. Notes should be displayed on the Funeral Options page list of events, on the printout for that page/section, as well as on the Case Summary...
Kaylan Johnson 3 months ago in Case Management / Appointments 0 Planned

Tracking on Desktop Program

It would be very beneficial for us to have tracking on the desktop version, since we don't always have our phones available, particularly when families are picking up urns at our front office.
Guest 3 months ago in Case Management / Data Entry 1 Future consideration

Add "Domestic Partner" as a Relationship

Please add "Domestic Partner" as a relationship when entering a family and friend. This is not the same as Common Law or Common Law Spouse. This idea is already planned, please add Domestic Partner as well.
Guest 4 months ago in Case Management / Family & Friends 0 Planned

To backdate on the financials page, to an older date backdate the balance start to prior than not

No description provided
Guest 25 days ago in Case Management / Batch Deposits 0 Gathering interest

Default F&F Role for Survey Reports

Interest has been expressed that it would be nice to have the role defaulted when the funeral home is using Johnson Consulting Survey so that they wouldn't miss getting a survey sent should they forget to select the role.
Guest 26 days ago in Case Management / Family & Friends 0 Gathering interest