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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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Rolodex Check for Duplicates

User would like a "Check for Duplicates" function (like we currently have for SSN) that scans the rolodex for duplicate addresses. There are often businesses or venues that have name changes/variations, and this function will help users prevent du...
Jessie Goggans about 2 years ago in Case Management / Rolodex 0 Future consideration

Having a link in goods & services to a corresponding cash sale

I don't think there is currently a way to know that a cash sale exists relating to a specific case UNLESS you open each cash sale to see if there is a case reference on the basic info page. Even though it does link back to the case from within the...
Guest about 4 years ago in Case Management / Goods & Services 1 Planned

Checkbox on Vital Stats Page - Pregnant? Yes or No

Funeral Homes that have to use EDRS to request and input Death Certificate info need a checkbox to confirm whether or not the decedent was pregnant on the Vital Statistics page. There is currently nowhere in the case that collects this information...
Kaylan Johnson over 3 years ago in Case Management / Data Entry 0 Planned

2nd - LEVEL LOG IN AUTHENTICATION

In this world with the pool of nefarious hackers gaining traction in their knowledge of breaching data, it seems VITAL to add 2nd - Level Log in Authentication. If ours or any funeral home database were to be infiltrated the outcome would be catas...
Guest over 1 year ago in Case Management / Security 0 Planned

Ability to see who adds an attachment/case file and when.

Having the ability to see who adds a case file and when they add it would be extremely beneficial. There are situations where you may need to ask somewhere where they got the file or how they got it, and with a bunch of employees it's really hard ...
Guest about 1 year ago in Case Management / Files 0 Future consideration

We use the G&S for Pre-Need cost estimates at Wenig FHs (Vertin Co) as it's most customizable; any chance we can get a "copy from" button for a spouse who selects similar services?

This would give our families two customized estimates without the hassle of re-entering.
Guest over 2 years ago in Case Management / Goods & Services 1 Planned

Recognize URLs in web app Notes

It would be great if URLs could be recognized within a Note and opened in the user's default browser.
Guest about 1 year ago in Case Management / Notes 0 Planned

Family & Friends - Beneficiary Role

Beneficiaries don't appear in the order that they are selected on insurance assignments on the payments & adjustments page. Instead they are in order of how they are listed on the F&F page. I'm wondering if it's best to add a role for bene...
Tarrence Price over 3 years ago in Case Management / Family & Friends 0 Planned

Sort Batch Forms by trade business

It would be helpful to sort or group batch forms by the trade business. This would make invoicing significantly easier
Madison Hicks 6 months ago in Case Management / Batch Forms 0 Planned

Show Private or Public with Services on the Dashboard

When I create a dashboard for future services, I cannot see whether a service is private or public without going into the case or going to the calendar. Can we add a column for private or public or the icon indicator to the dashboard?
Julie Hofmann over 3 years ago in Case Management / Reports & Dashboards 2 Planned