đź’ˇ Share your Ideas!
ADD A NEW IDEA

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...
Share feedback 0

Case Management

Showing 522

Custom Fields on Family & Friends

Can there be an option to add a custom field on the Family & Friends page.
Guest about 1 month ago in Case Management / Family & Friends 0 Gathering interest

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 15 days ago in Case Management / Data Entry 0 Gathering interest

Download poems/quotes for Memorial Products

It would be great to be able to download the verses/poems that are in the template files for the prayer cards and bookmarks so that our families would have something to choose from.
Guest 17 days ago in Case Management 0 Gathering interest

Have the option to add or delete relationships like we can with physicians, churches, cemeteries, etc.

It would be really helpful if we could edit the relationship drop down list so that we do not have to hit other and continue to type an unlisted relationship every time it is needed. We should be able to edit the list ourselves and make it availab...
Guest 17 days ago in Case Management / Data Entry 0 Gathering interest

Document Mappings - Service Info by Event Type

When mapping Event/Service Information to forms, there are currently so many different mappings that are named slightly inconsistently, that it's difficult to know what to select or search for, and some options aren't even available for every serv...
Guest about 2 months ago in Case Management / Documents 0 Future consideration

Alert Preferences for Checklist/Task Notifications

A funeral director brought up that they receive email notifications when anyone edits or completes a task in a checklist. He is the owner of the task but does not want to receive email notifications of this. There is no current setting that we are...
Jennifer Jenson 3 months ago in Case Management / Checklist 0 Future consideration

In Arrangement tab NOTHING SHOULD BE MANDATORY

you might not know all the info when starting the page. and its a real pain
Matt Murphy about 2 months ago in Case Management / Appointments 0 Future consideration

System Calendar improvements

How about different colors in the System Calendar, depending on the event or different color depending on the funeral home branch, like the common Outlook or Google calendar allows you to do. Helps them stand out better for company preferences. Ad...
Elizabeth Reed over 4 years ago in Case Management / Calendar 5 Planned

Date formatting is problematic

I recognize that this is an American company, but formatting dates 03/07/24 doesn't work universally in other countries - it could be interpreted as March 7 or July 3, depending on who is submitting the information. This has a high likelihood of c...
Guest 28 days ago in Case Management 0 Gathering interest

Add a save button

No description provided
Guest 28 days ago in Case Management 0 Gathering interest