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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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Ability to Restore Deleted Checklists and Ability to Create a New Checklist within a Case

I see we have an older idea related to a portion of this idea that was marked as "will not implement". The comment suggests to have a list of the checklist items on your computer so you can rebuild. You cannot create a new checklist within the cas...
Erin Merriott over 3 years ago in Case Management / Checklist 3 Planned

Appointment Name Consistency

When scheduling a PN appt on a PN case, the appt shows up on the Case Summary as "Arrangement Appointment" but shows on the System Calendar as "Pre-Need Appointment". Customer asked that these be consistent as "Pre-Need Appointment".
Erin Merriott over 3 years ago in Case Management / Appointments 0 Planned

Item availability based on branch when building packages

Currently when building packages if you select that the package is only for a specific branch, the item drop downs still contain every price list item for every branch. The item names don't indicate what branch they are for either. You end up need...
Erin Merriott over 3 years ago in Case Management / Price List 4 Planned

Additional column/field needed on Inventory Management & Add Inventory page

I have a few customers who have requested an additional column for retail price on the Inventory Management page. They would also like an additional field on the Add Inventory page that shows the retail price. They stated they have several items w...
Erin Merriott over 3 years ago in Case Management / Inventory 1 Planned

Check Request Company Override Options

Would be nice if there was an option under Organization Options for Check Writing for a company to permit or not permit a check request prior to Signing. We're using the Signing button to designate if a family has been Invoiced because there is no...
Elizabeth Reed over 3 years ago in Case Management / Accounting 0 New

System Calendar improvements

How about different colors in the System Calendar, depending on the event or different color depending on the funeral home branch, like the common Outlook or Google calendar allows you to do. Helps them stand out better for company preferences. Ad...
Elizabeth Reed over 3 years ago in Case Management / Calendar 5 Planned

Case Number Editing should be done by one person

The average database user SHOULD NOT be able to override the case# or account# unless they know how serious account or case#s are to a firm. We've utilized this in a previous database where the Admin is the only one allowed to edit Case #s, move t...
Elizabeth Reed over 3 years ago in Case Management / Case Identifier 0 Already exists

Inventory Management

For inventory Allow company to select a default location but allow to change, when adding inventory the qty should be 1 by default not 0 but can be increased if needed, allow to override date field by typing especially when having to back date fur...
Elizabeth Reed over 3 years ago in Case Management / Inventory 0 Future consideration

Private way to Identify deceased

I would like to provide private access (maybe a link, etc.) for the NOK to verify the identity of the deceased. If they are not coming into the office, possibly out of state but need to identify in order to proceed with arrangements. Might be a pl...
Guest over 3 years ago in Case Management / Case 0 Future consideration

allow multiple selections for military branches

We have several people in our area that have served in multiple branches but only 1 can be selected.
Guest over 3 years ago in Case Management 0 Planned