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...
When entering a case under the quick add to please add the option to add the middle name or initial...not a requirement! This is especially helpful when adding multiple clients both pre-need and at-need.
It would be helpful if text entered as a Pre could display in a different color. When moving to At Need sometimes data changes and it's hard to figure what was selected as a Pre versus what is being selected during an at-need arrangement. The abil...
Rolodex access within a case (specifically At-Need cases)
Having the ability to lookup a phone number or a cemetery charge in the rolodex while not having to leave the case would be extremely helpful. Even if you could do a quick search in the rolodex and click on the person/organization you need and the...
Please add an option for E-Transfer for Canadian funeral homes. E-Transfer is a bank-to-bank transfer in Canada that is a very frequent payment method. The payment details would be the same as for an ACH.
Ability to capture the bank name when adding a check payment
We would like the ability to add the bank name in Payment and Adjustments when a family pays by check. This would allow us to put the bank name and check number on our final invoice.
It would be helpful to be able to see the suffix for the Family & Friends on the Case Summary page, or at least have the option to toggle that information on/off for the display of each F&F name.
Please create a Role called Executor/Executrix. This Role would be especially important to our Canadian firms where around 90% of the time there is an Executor that is the legal representative named in the will, and that person is not usually also...
Create Planning Center Originated documents to show in separate section
Create a tab on the Case Files page to separate files that originated from the Planning Center. Ideally, there would be 3 tabs: 1 for ALL Case Files, including files from the funeral home and the planning center, 1 for case files added only by the...
Create an override so that the "Preferred Name" overrides the legal name on contracts, reports, etc
Right now, any document generated uses the name you have put in "John Harry
Anderson." But if he always went by Harry Anderson then the contract, front
door sign, flower cards, etc, will automatically generate his full name,
which wouldn't be p...
Guest
6 months ago
in Case Management
0
Future consideration
With our former company, SRS, we could see our previous year month and this year month comparisons with call volume and dollars per month. I have attached a screen shot.
