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...

Case Management

Showing 424 of 558

1 VOTE

Add License Number for Nurses in the Rolodex

In the state of Wisconsin, the Nurse license number is required on the Death Certificate.

Julie Hofmann almost 2 years ago in Case Management / Rolodex 0 Planned

1 VOTE

Blank Form Mapping To Default to Blank Instead of No

Whenever you are mapping a form there is no way to have it default to a blank spot for a Yes or No answer. For example if I wanted an area to be blank but still have the mapping for when the data is marked as yes/no it will automatically put in a No.

Guest almost 2 years ago in Case Management / Documents 0 Future consideration

1 VOTE

Populate case info on Cash cases from At Need cases

When I enter a new cash sale from a family that we already served, it would be helpful and time saving if the address info populated when you start to enter the name info

Guest almost 2 years ago in Case Management / Data Entry 0 Future consideration

1 VOTE

Merchandise reports

There are some reports that I would find really useful that don't exist--or at least I don't think they exist. Basically, I want to know what our most popular caskets have been over the last 2 years. But all I can get is a list of ALL of the merch...

Holly Stammis almost 2 years ago in Case Management / User Report 0 Planned

10 VOTE

Ability to customize Family & Friends Fields Placement

Users would like the option to customize which fields show initially when adding in new Family & Friends. For example: moving the "Spouse" field out of "Additional Information" to the primary view, so that this is easily edited. Some users fin...

Jessie Goggans almost 2 years ago in Case Management / Family & Friends 4 Future consideration

9 VOTE

Upload Fingerprints

It would really be great to have a place to upload fingerprints…. I use the 2nd photo spot when I can but often use it for an actual second photo. -Jewell Shivery

Guest almost 2 years ago in Case Management / Care Center 0 Future consideration

2 VOTE

Search by Case Reference (Cash Sales)

Users would like to see all associated cases (connected by Case Reference) when searching by at-need OR cash sale. Currently, searching by Cash Sale name will pull an associated At-Need, but searching At-Need name will not pull associated Cash Sal...

Jessie Goggans almost 2 years ago in Case Management / Reports & Dashboards 1 Planned

2 VOTE

Comparing completion of tasks in one space

Is there a way to create a dashboard or report that would allow us to see all of the tasks per case In one spot? For example: Vital Info is complete Additional Info is required DC composed by funeral director DC sent to doctor for signature Signed...

Dione DeMitro almost 2 years ago in Case Management / Checklist 0 Planned

2 VOTE

Every page: Top right corner where name, dates, case identifier is located, add the picture of the deceased.

Many times we forget when enering the data of many cases, that there is a person attached to the case number. It would be nice for director and staff to have that reminder. My picture is up in the corner, and I know what I should look like.

Joseph Schuller about 2 years ago in Case Management / Case 0 Future consideration

1 VOTE

Disposition page: Add space to enter grave location GPS coordinates with lot description.

We often don't have access to lot description in our various private cemeteries, but we make note of their GPS coordinates on every grave for future reference.

Joseph Schuller about 2 years ago in Case Management / Case 0 Future consideration

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