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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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Have the ability to present merchandise and packages to families via Passare.

The ability to present merchandise and packages to families via Passare would be a great tool. We already have all of our pricing information in the software. If we could use Passare as a presentation tool to present all options to families I beli...
Guest over 2 years ago in Case Management / Goods & Services 0 Shipped

Connect Funeral Options & Disposition Pages

If we enter in a Burial event on Funeral Options, it should populate a "Burial" disposition on the Disposition page with details, and vice versa. Certain events should allow for these 2 pages to tie together (burials, cremation services, etc) thou...
Jessie Goggans over 3 years ago in Case Management / Data Entry 1 Shipped

Allow balance to stay on the dashboard if insurance assignment is pending

I would be nice to allow a balance to stay on the dashboard if an insurance assignment is pending. Right now once you add in pending claims it will zero it out and makes it harder to keep track of working claims.
Product Team almost 5 years ago in Case Management 0 Shipped

Remove Requirements of Event Dates on the PreNeed Funeral Options Page

On a PreNeed Case in the Funeral Options page, you should be able to select the type of service the person hopes to have but it should not REQUIRE dates. Since the person has no idea when their death will occur, can we take off the required date e...
Guest almost 5 years ago in Case Management / Data Entry 1 Shipped

Add task title to Notes page when notes are placed on a checklist task.

When you add a note on a checklist task, there is not enough detail information on the main Notes page to tell you what the note is in reference to. Could we add the task title to the note so that it is more defined? See attached.
Julie Hofmann about 1 year ago in Case Management / Notes 0 Shipped

Copy Single or Multiple Family & Friends

A customer requested the ability to copy Family & Friends (single or multiple) from an existing case to another. This would be for all case types.
Erin Merriott over 2 years ago in Case Management / Family & Friends 0 Shipped

Custom Fields per Page

Customers would like to see custom fields per page rather than all on one separate page. The current setup leaves a lot of opportunity to miss entering important information since they must visit a complete different page. It would be ideal for cu...
Erin Merriott over 2 years ago in Case Management / Data Entry 0 Shipped

Allow Admins to Delete Comments from any User

People marked admins in the system should have complete control of the information that is within the system. If an employee puts information into a case that needs to be deleted or moved an admin should be able to accomplish that task without coo...
Cailen Franze over 1 year ago in Case Management / Admin 0 Shipped

Add Client Service Type as a General Accounting Column Option

User Story In working through the final stages of the Great Plains integration with Legacy, we have determined an additional column is needed for the General Accounting exports in order to support their reporting needs out of Great Plains. Please ...
Nick Tunheim over 4 years ago in Case Management / Accounting 0 Shipped

Keeping notes formatted the way I typed them

When I type out a note I typically enter down to created a new paragraph when beginning a new thought or subject within the same note. However, when I hit submit it lumps it all into one huge paragraph which makes it difficult to pick apart the di...
Guest over 1 year ago in Case Management / Notes 0 Shipped