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 499

2 VOTE

search ability on Field Name for mapping

Love that we can now search the mapping options when creating a document. Could there be a way to search the Field Names? I have a couple of PDF documents that have 10+ pages of fields (many don't map, but I want to be able to type into the docume...

Holly Stammis about 2 years ago in Case Management / Documents 0 Future consideration

2 VOTE

Merge Rolodex contacts

Rather than delete one contact, could there be a way to merge them?

Holly Stammis about 2 years ago in Case Management / Rolodex 0 Future consideration

3 VOTE

Add ME/Coroner County field to the Vital Stats Page

Krause funeral home would like a field added to the Vital Stats page where when the ME/Coroner checkbox is selected, a field pops up for the County. The ME/Coroner County is not always the same as the place of death so they need this for reference...

Julie Hofmann about 3 years ago in Case Management / Data Entry 0 Planned

2 VOTE

Adding a Service Location Column on Dashboard

When setting up dashboard, could there be a service location column, so when Funeral Home is setting up whiteboard they are able to see where the service will be at a glance.

Guest about 2 years ago in Case Management / Admin 1 Planned

4 VOTE

Appointment Name Consistency

When scheduling a PN appt on a PN case, the appt shows up on the Case Summary as "Arrangement Appointment" but shows on the System Calendar as "Pre-Need Appointment". Customer asked that these be consistent as "Pre-Need Appointment".

Erin Merriott about 4 years ago in Case Management / Appointments 0 Planned

1 VOTE

I need a column for PreNeed Payments in User Reports

For Keyser Funeral Home, User Reports, when you choose "Rows Show Results For - PreNeed Payments & Adjustments" it does not pull the information from the Payments & Adjustments page on the PreNeed side, it still pulls the AtNeed informatio...

Julie Hofmann about 1 year ago in Case Management / User Report 0 Planned

1 VOTE

Saved Configuration names showing when reports/batch forms are ran

Funeral Homes will often create saved configurations that filter specific branches/case tags/trade businesses and then run them all back to back. I would like to see in my download center the name of the saved configuration instead of the name of ...

Madison Hicks about 1 year ago in Case Management / Reports & Dashboards 0 Planned

1 VOTE

Batch Forms Sorting by Case Number

Add a option to sort batch forms by case number when you generate them

Guest about 1 year ago in Case Management 0 Future consideration

1 VOTE

Age on Case Menu to show as Years, Month, Day

On the a case menu on the ID Tag, if there could be an ability to have the age show as years, month, days.

Guest about 1 year ago in Case Management / Case 0 Future consideration

2 VOTE

The ability for directors to communicate through a online messaging process to leave notes to each other beyond the case notes.

This would allow us to keep up to date with each other on cases without adding it to the actual case notes section. I also believe this would be a great addition to the mobile app.

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

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