đź’ˇ Share your Ideas!
ADD A NEW IDEA

Pinned ideas

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...
Share feedback 0

All ideas

Showing 564 of 564

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

Ability to "Lock" Creation of Duplicate Case Identifiers

Customer indicated the warning that a case id is already in use is not enough to deter users from creating duplicate case ids. In turn this causes major accounting export issues. They want to allow their locations to manually enter case ids, but t...
Erin Merriott over 3 years ago in Case Management / Case Identifier 0 Planned

Add to mapping list for documents

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...
Susan Espinosa over 3 years ago in Case Management / Documents 0 Already exists

Ability to run batch trade invoice for more than 1 trade business at a time.

Currently you can only run a batch trade invoice for 1 trade business at a time. Customers would like to be able to indicate all the trade businesses they need invoices for at once. I know we can't run them in a single batch since the trade busine...
Erin Merriott over 3 years ago in Case Management / Batch Forms 0 New