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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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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 about 5 years ago in Case Management / Goods & Services 3 Planned

List States spelled out for ease of use, especially for outside US.

Currently, States are listed as 2-character abbreviations in Vitals, which is commonly needed for DCs and other forms, but users would benefit from seeing the full spelling of States in the dropdown. This would mitigate errors and be especially he...
Kaylan Johnson 4 months ago in Case Management / Data Entry 0 Future consideration

Edit Price List right on PL Dashboard

If I want to make a quick edit to the price or name of an item, can we have the option to have a quick update of the price list. For example on the price list in Admin just be able to mass update all prices.
Guest 4 months ago in Case Management / Price List 0 Future consideration

Permissions to Mark/Unmark Important Notes

There was mention to support that funeral homes would find it helpful to be able to mark other staff member's notes as "unimportant" so that their notes section wouldn't be flooded with notes that had been completed.
Guest about 2 months ago in Case Management / Notifications 0 Future consideration

"Appointment With" Field

On the Vitals page in the Arrangement Section the "Appointment With" field is not currently listed as required but will not let you save the page if you do not input a FD. Could this field either have an asterisk that it is required or be not requ...
Guest 6 months ago in Case Management / Appointments 0 Planned

Quick add

When entering a case under the quick add to please add the option to add the middle name or initial...not a requirement! This is especially helpful when adding multiple clients both pre-need and at-need.
Gayla Satre 7 months ago in Case Management / Data Entry 0 Future consideration

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 over 1 year ago in Case Management / Data Entry 0 Future consideration

Allow funeral homes to change the default payment type

Currently, when adding a payment it defaults to "cash" as the payment type. This is the least used payment type for a lot of funeral homes so they would like the ability to default it to card or check since those are used more often
Madison Hicks 8 months ago in Case Management / Payments & Adjustments 0 Planned

Ability to capture the bank name when adding a check payment

We would like the ability to add the bank name in Payment and Adjustments when a family pays by check. This would allow us to put the bank name and check number on our final invoice.
Jill Materia over 1 year ago in Case Management / Payments & Adjustments 1 Future consideration

Rolodex access within a case (specifically At-Need cases)

Having the ability to lookup a phone number or a cemetery charge in the rolodex while not having to leave the case would be extremely helpful. Even if you could do a quick search in the rolodex and click on the person/organization you need and the...
Guest 6 months ago in Case Management / Rolodex 1 Future consideration