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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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Move SSN on Vitals Page

Could you please move SSN above marital status on the Beta version of the Vitals page? Currently, you select Marital Status first, then if a spouse exists, their first & last name boxes appear. The SSN box is immediately after the spouse. At f...
Guest 10 months ago in Case Management / Data Entry 0 Planned

Dropdown Case Files

When there are a lot of files/photos on the case files sidebar, if there could be an option to have a dropdown of the files, this way they are all compacted.
Guest 10 months ago in Case Management / Files 0 Future consideration

Select locations (branches) to merge to one calendar

The ability to download a calendar and select multiple branch locations would be helpful.
Jill Materia over 1 year ago in Case Management / Calendar 0 Planned

Ability to Restore Deleted Checklists from Case

Idea: I have had a few instances where a checklist has been accidently deleted from a case, it would be nice if there was a way to add that deleted checklist back to the case. For example, on one of my cases I accidentally deleted the checklist ...
Guest almost 5 years ago in Case Management / Checklist 2 Not being considered

Add Decedent Date of Birth to the tool bar at the top of each page in a case. Krause would like this added under the DOD that is currently there.

Add Decedent Date of Birth to the tool bar at the top of each page in a case. Krause would like this added under the DOD that is currently there.
Julie Hofmann about 3 years ago in Case Management / Case 3 Planned

"Cancel eSignature Request" Warning Before Deleting Case

Before you delete a case where an eSignature has been requested, there should be warning message to Cancel the Signature request so that the form doesn't get stuck in limbo. Once the form is awaiting signatures, it cannot be edited or deleted from...
Kaylan Johnson about 4 years ago in Case Management 0 Planned

Family & Friends: Don't disable email address field on the Passare side if previously invited by text

Currently, if a Family/Friend is invited to the PC via text message, either by the FH or by another family member, if we try to add an email address for them on the Passare side, we are not able to, as the field is grayed out and not available. I ...
Guest 10 months ago in Planning Center 0 Future consideration

Copy address

When you pull over data from ASD the family and their phone numbers populate. When you copy over an address to that family member it erases the phone numbers. I didn't understand why my phone numbers were disappearing until I notice system did it....
Guest about 4 years ago in Case Management / Data Entry 0 Planned

Service Details Columns on Case Listing

Would be beneficial to include the location name of the service on the Service Details Columns. Most whiteboards have the date & time along with where it will be held so the funeral directors can see it in passing and not have to click into th...
Guest about 4 years ago in Case Management / Reports & Dashboards 2 Planned

Location Filter For Reports & Batch Forms

Several firms have asked about being able to generate a report for a specific location or locations. Could location be added as a filter option in reports and batch forms? Perhaps it could pull from the rolodex, and users can choose specific locat...
Tarrence Price 10 months ago in Case Management / User Report 0 Future consideration