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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 Export by Batch Payment Number

Sam Houston Funeral Home would like the ability to export a batch payments accounting export by the Batch Number. Currently you have to pick a date range or a specific case to do the export and it would be easier for them if they could do this bas...
Julie Hofmann about 3 years ago in Case Management / Accounting 1 Planned

Zip Code after street address

so I do not have to scroll through city and state to get to the zip code
Guest over 4 years ago in Case Management 0 Not being considered

Links to Service Providers Contact Info within Service

We would like to see "show address" and "show contact information" for the Service Providers. This is currently available for Venue information (Funeral Options > Add Service > Venue) but not for Service Providers. The system asks for the in...
Guest over 4 years ago in Case Management / Rolodex 0 Planned

Death certificate tracking

it would be nice if there was an easier way of tracking status of a death certificate. I understand you could use checklist, but if there was a dashboard where you can see all your current cases and a specific dash board status. For example, in yo...
Matt Murphy over 1 year ago in Case Management / Checklist 0 Future consideration

Checking for Informant Duplicates

Having the option to check for informant duplicates to ensure that the informant is not getting sent info twice from billing, etc.
Guest over 1 year ago in Case Management / Case 1 Future consideration

Scheduling Price List Changes - Cost

Need the ability to be able to schedule cost updates in the price list just like we are currently able to schedule changes for the retail price.
Kelsey Swearingen about 3 years ago in Case Management / Price List 0 Planned

Different color/theme options for Dashboard

It would be nice if there were different color/theme options for Dashboard.
Product Team over 4 years ago in Case Management 1 Not being considered

Add a generic "insurance info" tab

Please create a screen for data entry specifically pertinent to insurance policies. It would be very helpful to be able to have everything in one place so at a glance, you could see who holds the policy, the policy number, death benefit, a checkbo...
Guest over 1 year ago in Case Management / Data Entry 0 Planned

Removal From State disposition option

Please create a "removal from state" disposition option.
Guest over 1 year ago in Case Management / Data Entry 0 Future consideration

Payment screen- Payor address Tab stops are out of order

Not a huge problem, but for those of us who are keyboard people and prefer to not use the mouse to activate a field..... When adding a payment, and adding the address details for the payor, the tab stops for the address are not in the correct orde...
Guest over 1 year ago in Case Management / Payments & Adjustments 0 Planned