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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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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 almost 2 years ago in Case Management / Case 1 Future consideration

Indicator in "Case Information" Sidebar for user account that created the case.

Currently, the only way to see which user created a case is to create a column in the Dashboard -- but if you're viewing a specific case, there's no way to know who created the case. The information is obviously already saved in the case, hopefull...
Joe Laedtke 11 months ago in Case Management / User Management 0 Future consideration

Associate license number with funeral director users

Please make it so that a funeral director/embalmer's license number is associated with them as a user. For instance, the FD's name populates on the contract once the case has been assigned, but the license number field always pops blank - it would...
Guest almost 2 years ago in Case Management / Profile 0 Already exists

Global Search Improvements

Users would like improvements to the Global Search tool: Prioritize search results by recently clicked, rather than number of clicks funeral homes typically juggle a handful of cases at a time and are quickly closing these contracts out, then movi...
Jessie Goggans over 3 years ago in Case Management / Search 0 Planned

Create Permission for Promoting Rolodex Entries

Users would like the option to restrict/allow certain roles access to promote Rolodex entries. This should apply to Custom Entries (blue 'plus' icon > Save to Organization Rolodex' checkbox) and Main Rolodex (Admin > Rolodex > click into ...
Jessie Goggans over 3 years ago in Case Management / Roles & Permissions 1 Already exists

Items Sold System Report

Funeral Excellence Group is intending to run the System Report "Items Sold" across all of their funeral homes. In order to easily distinguish who has sold what they are requesting a branch/location column and a funeral director (case assigned to) ...
Chloe Jonas 11 months ago in Case Management / System Report 0 Planned

Select locations (branches) to merge to one calendar

The ability to download a calendar and select multiple branch locations would be helpful.
Jill Materia almost 2 years ago in Case Management / Calendar 0 Planned

adding an option to use military time

Everything we do is on military time, to avoid mistakes: Death Certificates, Time of Death, Appointments, you name it. Having this option will make your software more appealing.
Guest over 4 years ago in Case Management 2 Not being considered

ESignature Files

PLEASE add the Esignature Files to the case file listing on the lower right side. Having to go in and look to see if there are any Esignature files is a PAIN.
Guest almost 2 years ago in Case Management / Files 0 Future consideration

Notify of bad emails

Currently if you send a PC invite to someone, and if there's a typo in the email address, there's no way to know this. It would be helpful to notify the FD of the undeliverable email.
Guest almost 3 years ago in Planning Center 0 Planned