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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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Indiana DC worksheet

Indiana DCs have up to 4 potential “Cause of Death” lines, but also offers another section for the Certifier to enter “Significant Conditions Contributing to Death”. Can such a box be added to the Vital Stats page, directly under the Cause of Deat...
Guest over 1 year ago in Case Management / Documents 0 Future consideration

Make names Clickable

On the Case Listing you can edit the columns to multiple different options of listing the name but it appears the only one you can click into (for the Decedent) is the Decedent Full Name column. For many they like to list Decedents Last Name, Firs...
Sierra Chaffin over 4 years ago in Case Management / Reports & Dashboards 1 Planned

Please add the word "days" the the 120 column on the AR Aged System Report

Currently all of the column headings for days outstanding have the word "days" after the number but the last column, 120 does not, it just says 120. When filtering and custom sorting, the 120 was added into the total for this funeral home because ...
Julie Hofmann 9 months ago in Case Management / System Report 0 Future consideration

Checklist autosave

It would be helpful if the checklist boxes would autosave whenever the person who is inputting the information stops moving the mouse (as it does in the planning center). I have went through various checklist steps and forgot to save, and it erase...
Trae Cody over 1 year ago in Case Management / Checklist 0 Future consideration

It would be helpful if I could chose up to 5-10 cases at a time when importing - especially when some things transfer over but some do not.

Sometimes all the accounting information does not transfer to Quickbooks when using the all cases option. It would be helpful to be able to choose more than one case at a time to export the information.
Guest over 1 year ago in Case Management / Accounting 0 Future consideration

Beta app: Ability to see the account balance

I would like the ability to see the account balance on a case.
Guest about 2 years ago in Mobile 0 Planned

Bulk Price List Delete/Restore - Detail Deletion Confirmation

I think it would be beneficial if you could select multiple items in the Admin Price List page to delete items in bulk with more of a clear indicator of which items are being deleted. Currently, when clicking the delete icon, you can only delete o...
Guest 9 months ago in Case Management / Price List 0 Future consideration

Add the name suffix to the name of the invited person on the Connect and Collaborate email.

This would be useful to show exactly who is being addressed.
Guest 9 months ago in Planning Center 0 Planned

Multiple Roles for Same User

It would minimize the number of roles we have to create if one user could be assigned more than one role. Example: we have a director who works in our admin department. We would want to assign FD roles as well as Admin. Currently we have to create...
Jill Materia about 2 years ago in Case Management / User Management 2 Future consideration

Adding an export button for tukios.

We have families that choose to upload images fpr memorial video into the collaboration center and it places them in the case file. It would be easier/quicker/more efficient it there was a way to export these images directly into the Tukios Progam.
Guest over 3 years ago in Planning Center 0 Planned