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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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Varies by CST Transactions not Ideal for Cash Sale Cases

User Story There are transactions that can vary the debit and credit accounts, depending on the Client Service Type selected for a case. This however is not possible with Cash Sale cases, since they do not have a Client Service Type selector. Righ...
Daniell Jara over 4 years ago in Case Management / Accounting 2 Planned

Ability to add a date field in e-signature 2.0 separate from the signature field

Legacy has asked for the ability to add a date field to their e-signature documents that is seperate from the signature field. Currently, when adding signature mapping you can remove the date and just leave the signature but you cannot remove the ...
Chloe Jonas 9 months ago in Case Management / Case 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 over 1 year ago in Case Management / Files 0 Future consideration

Specify Color of Container in Price List

I was speaking with Zach Shields from Gardner FH, and he was wondering if there was an easy way to list the different color options for containers other than entering it in the name. He said that they forget to at times. I noticed that we don't cu...
Tarrence Price 9 months ago in Case Management / Price List 0 Future consideration

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 over 1 year ago in Case Management / Notes 0 Planned

Ability to add a person in the Pick up Cremated Remains box

O'Connor would like to be able to add a new person as the Acquaintance in the Pick up Cremated Remains box if the are not already on the family and friends page. It would be more efficient if they could add it here instead of going back to F&F...
Guest over 3 years ago in Case Management / Care Center 0 Planned

Trade Case

It would be nice to be able to have a trade funeral home esign any forms as well as families we are serving. Trade funeral home could sign contracts for work agreement. We could also invite them to planning center to fill out vital information tha...
Guest about 2 years ago in Case Management / Integrations 0 Planned

Ability to have Mutiple Addresses for 1 Contact

This is useful for Physicians/Clergy/Doctors/Nurses and other contact types that are affiliated with multiple locations. They have different addresses that have to be used on forms for separate cases. This helps with minimizing the use for duplica...
Guest over 1 year ago in Case Management / Rolodex 0 Future consideration

Expanding the master search bar when searching for funeral homes to include a sublist of branches under each organization

The search bar that internal passare staff use when accessing the master list of funeral homes does not allow for the ability to see branches under the organization name. Including the ability for the branch name to sub-populate under the org name...
Chloe Jonas over 1 year ago in Case Management / Search 0 Future consideration

Remove Converted Imminent Needs from the Imminent Need Filter

When converting a case from Imminent to AtNeed the case still remains in a tab with the Filter Imminent Need Cases. It would be helpful for them to not show in that filter once converted so that we can properly track our active imminent need cases...
Guest over 4 years ago in Case Management / Reports & Dashboards 1 Planned