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...
it would be helpful to have a mapping selection added to the dropdown that would total the days past due. When used in a document template, it would auto-calculate & populate into a document. [%PAST_DAYS_DUE%] etc. or whatever Passare suggests...
Combine Insurance Assignment & Insurance Assignment with Growth Transaction
Currently the Insurance Assignment transaction is added automatically and can not be deleted. If the Funeral Home is tracking internal growth on an insurance assignments, we have to create a separate transaction for this. However, now they have ac...
Allow General Reports Category to Pull Only One Case at a Time
Vertin firms use a system report called Cash Advances to Pay - Vertin Co. management has requested that this report be available under the General Reports category so that more of their users can access the report. However, they need to be able to...
It would be helpful to see easily acquaintances phone numbers when looking up a case. I would suggest including this info where they are listed on Case Summary and on Family & Friends pages.
Add the tag to the Clergy Record document for Location Name with Address
As a user, it would be helpful to be able to have a tag that adds the location name with address to the Clergy Record document. This would help distinguish between locations that have similar names.
Designate required fields before allowing contract signing
We use a report to share to a third party consultant. I would like to require the fields in that report to be completed before allowing the case to be signed.
Separate Product / Services filters for Price List
It would make it much easier to filter down to just product items. As of right now the only way to filter to just products is to do a much more granular filter, manually.
0
Not being considered
3
Not being considered
