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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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Indicator in "Case Information" Sidebar for user account that created the case.

Currently, the only way to see which user created a case is to create a column in the Dashboard -- but if you're viewing a specific case, there's no way to know who created the case. The information is obviously already saved in the case, hopefull...
Joe Laedtke 12 months ago in Case Management / User Management 0 Future consideration

adding an option to use military time

Everything we do is on military time, to avoid mistakes: Death Certificates, Time of Death, Appointments, you name it. Having this option will make your software more appealing.
Guest almost 5 years ago in Case Management 2 Not being considered

Select locations (branches) to merge to one calendar

The ability to download a calendar and select multiple branch locations would be helpful.
Jill Materia almost 2 years ago in Case Management / Calendar 0 Planned

Items Sold System Report

Funeral Excellence Group is intending to run the System Report "Items Sold" across all of their funeral homes. In order to easily distinguish who has sold what they are requesting a branch/location column and a funeral director (case assigned to) ...
Chloe Jonas 12 months ago in Case Management / System Report 0 Planned

ESignature Files

PLEASE add the Esignature Files to the case file listing on the lower right side. Having to go in and look to see if there are any Esignature files is a PAIN.
Guest almost 2 years ago in Case Management / Files 0 Future consideration

Warning when At Need case name matches a Pre Need

This is partially a staff training issue, but it would be nice if when entering a new At Need case, should that first & last name match a PreNeed case, a warning would come up. It would need to be easy to override, but we've had a few times wh...
Holly Stammis almost 3 years ago in Case Management / Case 0 Planned

Image Files in Custom Fields

Having the ability to upload a photo in a custom field either to map to a document or for reference would be highly useful. We do custom printing for a majority of our families and having the ability to save these photos in the file would be highl...
Erin Murphy about 5 years ago in Case Management 0 Future consideration

Hide Care Center

Ops would like Care Center hidden by default and turn it on by request, like our other features. This feature is not used by all customers and can cause confusion during trainings and for new customers learning the system.
Jessie Goggans about 3 years ago in Case Management / Care Center 0 Planned

Pending Service Filter

It would be helpful to filter cases that have any/all services Pending.
Jill Materia about 2 years ago in Case Management / Case 0 Planned

Editable Automatic Check Numbering

Customers would like to be able to turn on automatic check numbering but also have the ability to edit that field if necessary prior to printing. Currently the field is not editable and the only work around is to change the numbering option to man...
Erin Merriott about 4 years ago in Case Management / Check Writing 2 Planned