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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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Family & Friends Page - Office Number Extension

On the family & friends page, when office is chosen for the phone type, can that field be made to accept the extension being added? Currently, it' won't accept it because adding the extension makes the phone number look like the wrong format.
Tarrence Price 11 months ago in Case Management 0 Planned

Aftercare Report Death Date Anniversary Filter and Date Range

A user would like to add the ability to filter User Reports on the Death Date Anniversary of decedents for User Reports. In addition, a new Date Range needs to be added on the Run Your Report page for the last month of the last year (E.g., 07/01/2...
Devin Pauly almost 3 years ago in Case Management / Reports & Dashboards 1 Planned

Ability to Rearrange Filtered Tabs on Inventory Management Tab

If a user creates additional tabs on the Inventory Management page (i.e., a tab for each location or a specific item category), the tabs should be able to be moved around and reordered to organize how they see fit, just like on the Case Listing pa...
Gayla Satre over 3 years ago in Passare API 0 Gathering interest

Electronic Funds Transfer Option in Check Writing

Funeral Homes of Texas would like the ability to enter "ETF" as a check number when the check is actually just an electronic transfer of funds. They would like to be able to have a choice for this or just manually enter ETF and be allowed to use E...
Julie Hofmann 11 months ago in Case Management / Check Writing 0 Planned

SuperAdmins to Access Any User Report

SuperAdmins need the ability to view and edit any user report created. Ops are often asked by customers to edit reports created by other Ops members (currently employed or unemployed), or reports created by other FH users. We should be able to edi...
Jessie Goggans almost 3 years ago in Case Management / User Report 0 Planned

Updates to QuickBooks Export Outputs for 'Refunds' Transactions

User Story As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes wi...
Daniell Jara almost 4 years ago in Case Management / Accounting / Export/Import / System Report 0 New

Searching Document Tags/Mappings

It would be much more efficient if when creating a new document we could search for document mappings using any part of the tag name. Example: Need mapping for Marital Status; Tag Name: Decedent Marital Status I can't search for it by typing "mar"...
Erin Merriott almost 3 years ago in Case Management / Documents 0 Planned

Custom Video per Case Type and per Branch

Einan's at Sunset needs to be able to upload another custom video that is only on PreNeed case types in a specific branch. Currently you can only upload a custom video to AtNeed cases. The cutom video selections would need to be by Branch and by C...
Julie Hofmann 12 months ago in Planning Center 0 Future consideration

Search by Case Reference (Cash Sales)

Users would like to see all associated cases (connected by Case Reference) when searching by at-need OR cash sale. Currently, searching by Cash Sale name will pull an associated At-Need, but searching At-Need name will not pull associated Cash Sal...
Jessie Goggans almost 2 years ago in Case Management / Reports & Dashboards 1 Planned

Comparing completion of tasks in one space

Is there a way to create a dashboard or report that would allow us to see all of the tasks per case In one spot? For example: Vital Info is complete Additional Info is required DC composed by funeral director DC sent to doctor for signature Signed...
Dione DeMitro almost 2 years ago in Case Management / Checklist 0 Planned