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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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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

Decedent tracking on app and website

I would like to see the ability to change the location of a deceased in the app and on the website. Our old timers can barely text let alone use an app but they can use the website. The website also has larger font and using a keyboard is easier f...
Guest over 1 year ago in Mobile 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

Mobile Beta: For drop-down lists that are not multi-select, close the list rather than requiring pressing "Done"

On drop-down lists where only one option is possible (radio vs. checkbox), close the list, instead of requiring the pressing of "Done" for faster entry. Example: Family relationship.
Guest about 2 years ago in Mobile 0 Future consideration

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