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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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Adding New Column (i.e., Has Unsigned Changes) Should Add to All Filtered Tabs (Pre-Existing and Newly Created)

If a User has multiple tabs on their Dashboard (Case Listing) and they add the newly created column "Has Unsigned Changes" to the main All Cases tab, this column should appear in every tab on the current dashboard. Otherwise, the user has to clic...
Kaylan Johnson about 4 years ago in Case Management 0 Not being considered

Requiring C.S.T. for signing should also prevent user from adding any G&S

Currently you can restrict signing on the G&S page if a C.S.T. has not been selected. Several people have asked that this requirement include users to not be allowed to add any items to the G&S page before selecting a C.S.T. Example: Say...
Erin Merriott about 4 years ago in Case Management / Goods & Services 0 Planned

Ability to see who is logged in from your organization and then live chat for instant messaging with team members

This would allow for somewhat direct communication between members of the same organization when a response is needed quickly. Ideally, it would have some sort of mobile component/capability for when staff is working in the field.
Guest about 4 years ago in Case Management 1 Not being considered

Customize an AR Report

Being able to customize your AR report so employees can see the items you feel most important. Date of Death, Beginning Balance, Ending Balance and Date of Last Payment.
Guest about 4 years ago in Case Management / Accounting 0 Already exists

Ability to mark spouse as deceased from Vital Statistics page

It would be helpful to be able to mark the decedent's spouse as deceased from the Vital Statistics page, like you can do with parents., so that it can carry through to the Friends and Family page.
John Souter about 4 years ago in Case Management 0 Planned

WePay invoice at end of month not out of transaction amount.

Bank statements don't match deposits on invoice, makes reconciliation / auditing more difficult. An invoice at the end of the month or an automatic bank transfer would be acceptable.
Jim Golub about 4 years ago in Case Management / Integrations 1 Not being considered

Allow the program to open to the Vital Stats Tab, last at-need case every time

It would be nice to allow the program to open to the Vital Stats Tab, last at-need case every time without having to tab through all cases, pre-need, and at-need, then selecting a case and beginning at the first call tab. It is a lot of unnecessar...
Product Team about 4 years ago in Case Management 0 Not being considered

Ability to create a report to show amount netted after taking into account the expenses to provide the service

It would be nice to be able to create a report to show amount netted after taking into account the expenses to provide the service.
Product Team about 4 years ago in Case Management / User Report 0 Future consideration

Menu to show accounts receivable

It would be nice if there was a menu to show accounts receivable.
Product Team about 4 years ago in Case Management / Accounting 0 Not being considered

Make it easier to enter multiple cash advance items rather than one at a time.

It would be great if it could be made easier to enter multiple cash advance items rather than one at a time. Like highlight four or five and hit select rather than clicking in one at a time
Product Team about 4 years ago in Case Management 1 Not being considered