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...

All ideas

Showing 638

6 VOTE

Include cemetery and arranging director in calendar drop down.

Saves time spent opening case to extract information. Facilitates staff and automotive assignments.

Guest over 2 years ago in Case Management / Integrations 0 Planned

5 VOTE

Beta app: Ability to sort the case listing

I would like the ability to sort the case listing in the new app.

Guest about 2 years ago in Mobile 0 Future consideration

2 VOTE

Allow one payment to be split across multiple cases for Pet Clinics or Trade Businesses

Currently Best Friends Pet Services (A French Funerals Company) has the ability in SRS to enter one lump sum payment, and select multiple cases to apply the payment to. For example I get $1000 check from a veterinarian clinic and I need to apply i...

Julie Hofmann 11 months ago in Case Management / Payments & Adjustments 0 Planned

1 VOTE

Please add the word "days" the the 120 column on the AR Aged System Report

Currently all of the column headings for days outstanding have the word "days" after the number but the last column, 120 does not, it just says 120. When filtering and custom sorting, the 120 was added into the total for this funeral home because ...

Julie Hofmann 5 months ago in Case Management / System Report 0 Future consideration

2 VOTE

User Specific Checklists

There are several checklist filters, can we add another for a user filter. This will allow us to create a customized checklist that applies to specific user(s) within our organization. This can accommodate tasks for different responsibilities, job...

Kurt Edenbach 11 months ago in Case Management / Checklist 0 Planned

4 VOTE

Check for duplicate decedent names.

Jill Materia almost 2 years ago in Case Management / Data Entry 0 Already exists

2 VOTE

Integrating all rolodexes of the organizations under one umbrella into one

We currently have several locations under the umbrella of Hoy Kilnoski. There are many times we use the same cemetery, church, grave digger, etc. I think it would be great if we could have just one rolodex between all locations rather than having ...

Guest 11 months ago in Case Management / Rolodex 0 Future consideration

1 VOTE

Bulk Price List Delete/Restore - Detail Deletion Confirmation

I think it would be beneficial if you could select multiple items in the Admin Price List page to delete items in bulk with more of a clear indicator of which items are being deleted. Currently, when clicking the delete icon, you can only delete o...

Guest 6 months ago in Case Management / Price List 0 Future consideration

1 VOTE

Add the name suffix to the name of the invited person on the Connect and Collaborate email.

This would be useful to show exactly who is being addressed.

Guest 6 months ago in Planning Center 0 Planned

1 VOTE

Add field on family & friends for non english speaker

On each family/friend, Funeral directors would like a yes/no for people that speak a language other than English and a field to fill in the language. This would be helpful for aftercare/surveys/PN leads so the funeral home can send proper communic...

Madison Hicks 6 months ago in Case Management / Family & Friends 0 Planned

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