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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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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 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

Ability to mark spouse as deceased from Vital Statistics page

It would be helpful to be able to mark the decedent's spouse as deceased from the Vital Statistics page, like you can do with parents., so that it can carry through to the Friends and Family page.
John Souter almost 5 years ago in Case Management 0 Planned

Show Pet Business Name of Batch Payments Screen

Best Friends Pet Cremations processes over 600 cases a month and they are currently using the batch payments. In order to make this process less tedious they are requesting to add the Pet Business name to the columns on the Batch Payments screen. ...
Julie Hofmann 10 months ago in Case Management / Batch Payments 0 Planned

Ability to Restore Deleted Checklists from Case

Idea: I have had a few instances where a checklist has been accidently deleted from a case, it would be nice if there was a way to add that deleted checklist back to the case. For example, on one of my cases I accidentally deleted the checklist ...
Guest almost 5 years ago in Case Management / Checklist 2 Not being considered

Case creation/Sync

Since there is a Messenger export for Make It Personal, wondering if there is a possibility to have a sync of name, dob, dod to their FloralXpress flower management app. This would be helpful for families who do not have printed materials, but hav...
Susan Espinosa 10 months ago in Case Management / Case 0 Future consideration

Add 2nd Driver Option to Transfer Page

On the Transfer Page, under Transfer Detail, it would be most helpful if a drop down field would be added for a 2nd Driver. I would think that most funeral homes use 2 staff members when doing a removal from a home. I type the 2nd driver's name in...
Guest over 2 years ago in Case Management / Data Entry 1 Future consideration

"Cancel eSignature Request" Warning Before Deleting Case

Before you delete a case where an eSignature has been requested, there should be warning message to Cancel the Signature request so that the form doesn't get stuck in limbo. Once the form is awaiting signatures, it cannot be edited or deleted from...
Kaylan Johnson about 4 years ago in Case Management 0 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 10 months ago in Case Management / Case 0 Planned