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

Case Management

Showing 522

Rolodex share contact

In many cases funeral directors or office staff have to access multiple locations, it would be convenient to access rolodex contacts that are shared between all the locations without creating another contact of the same person/church/cemetery in t...
Guest about 2 months ago in Case Management / Rolodex 0 Gathering interest

Preparation Due Date and Cremation Date fields from Care Center visible on the Funeral Options Page

Jayme with Brussard's has requested that the prep due by and cremation scheduled date fields be listed/visible on the Funeral Options page to make scheduling events easier for the team.
Chloe Jonas 3 months ago in Case Management / Care Center 0 Future consideration

Account codes and dates displayed on the Goods & Services screen

Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals. Date are also very helpful so that we can see, at a very quick gla...
Londa Darwin almost 5 years ago in Case Management / Goods & Services 3 Planned

Dashboard: Case Reference on Cash Sale not hyperlinked

If you have a Cash Sale and that cash sale references an actual decedent case and you have the Cash Sale Reference column showing on the Dashboard, the Case being referenced is not hyperlinked on the Dashboard. You must open the case to link to th...
Guest 3 months ago in Case Management / Case 0 Planned

Display Pre Need differently than At Need

It would be helpful if text entered as a Pre could display in a different color. When moving to At Need sometimes data changes and it's hard to figure what was selected as a Pre versus what is being selected during an at-need arrangement. The abil...
Jill Materia about 1 year ago in Case Management / Data Entry 0 Future consideration

Add marital status option for "Common Law" and relationship of "Common Law Spouse"

Some states and countries recognize Common Law marriage as an official marital status. This varies from Civil Union. This needs to be an additional option both for marital status and as a relationship
Guest 5 months ago in Case Management / Family & Friends 0 Planned

Transfer Report Available on Transfer Care Center Screen

It was requested that since Michigan has recently started requiring case reports about the transfer of a decedent as well as the embalming, that a transfer report be available on the Transfer screen under Care Center as there is an option to print...
Jennifer Jenson 4 months ago in Case Management / Care Center 0 Future consideration

Automatic Disclosures on Contract

This will be helpful to directors so they don't forget to add disclosures to each contract and risk potential fines. It seems to be a simple concept. As embalming is selected in the contract it triggers the embalming disclosure to be added to the ...
Guest 7 months ago in Case Management / Goods & Services 0 Planned

Adding Newspaper as an option for "business" in the Rolodex

With the addition of the e-mail option on the obituary page, funeral homes who have added newspapers to their rolodex as "other" do not have the ability to see them in the dropdown on the obit page.
Chloe Jonas 4 months ago in Case Management / Obituary 0 Planned

User Reports - Outstanding Balances

On the advanced filtering tab in user reports, when you select outstanding balance, you have the options of yes, no, or all cases. If you click yes, it'll pull cases with both negative and positive balances. However, you are given the option of sp...
Tarrence Price 7 months ago in Case Management / User Report 0 Planned