💡 Share your Ideas!
ADD A NEW IDEA

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...
Share feedback 0

All ideas

Showing 818 of 818

View vs Edit 'Family and Friends'

Once a Family or Friend is entered into the system, it is safe to assume we will need to readily 'view' their contact information on-demand from time to time without necessarily needing to 'edit' their information. It would be nice is 2 small icon...
Guest 17 days ago in Case Management / Family & Friends 1 Gathering interest

URL options for Invite e-mail

The link for the planning center is a little long. Can we have a few options for the link? The text invite is a good length but the invite in e-mail is 4 lines long. If we could have a shorter URL or have the ability to create a hyper link for it ...
Ryan Patterson 17 days ago in Planning Center 0 Gathering interest

Clean Up Preferred/Alternate Name on Family & Friends and Case Summary Pages

First of all, when creating a Family Member, there is no "Preferred Name" field. The field is called "Alternate Name", which isn't consistent to how it's displayed on the Case Summary Page. (Also worth noting that in Decedent Vitals, it's referred...
Guest about 1 month ago in Case Management / Family & Friends 0 Gathering interest

change default payment method from cash to check

Most folks pay for funerals via check. It would be nice to see the default payment method be check instead of cash.
Guest about 1 month ago in Case Management / Payments & Adjustments 0 Planned

hyperlink family and friends page on dashboard

It would be convenient for the informant and primary purchaser columns on the dashboard were hyperlinked and take you to the family & friends page. similar to how the decedent name and case id take you to the case summary page
Madison Hicks about 1 month ago in Case Management / Reports & Dashboards 0 Gathering interest

Price List - Inventory Filter

I think it would be useful if we had the ability to filter for inventoried and non-inventoried items in the price list. Rather than clicking into each item, the filter would give us this information very quickly.
Tarrence Price 20 days ago in Case Management / Price List 0 Planned

Saving files

All templets that are used should be able to be saved in the case you are working on and not on the computer and them have to move it into the case. MIMS Software let you save all documents to each case. yours saves to the computer and we have to ...
Guest 2 months ago in Case Management / Case 0 Future consideration

Whiteboards\Conditional Display Rules: Include all fields that have Staff as options

In the Whiteboards confirguration panel, for Conditional Display Rules, can we increase the available fields to include any Passare field, which is a drop-down including staff names? It works great for Funeral Director, but there are many others, ...
Guest 21 days ago in Case Management / Case 0 Gathering interest

Whiteboards: Add in-place editing for Custom Felds when defined as Drop Downs

In the Custom Fields configuration panel, you can define a custom field as a drop-down with values. Please make these in-place editable on the new Whiteboards to change the values, without entering the case.
Guest 21 days ago in Case Management / Case 0 Gathering interest

Donation Institution Tied to Rolodex

When disposition type is selected as Donation, it would be helpful if the donation Institution was tied to the Rolodex. This would save the funeral home from entering the information fresh each time.
Guest 2 months ago in Case Management 0 Planned