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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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Remove Contact Type from Rolodex DocX Tags

User Story Currently, the Contact Type of certain rolodex items, Organization and Business, appear in the DocX output, which isn't needed. For example, if you have a rolodex entry of 'St. Timothy's Episcopal Church,' the output will be 'St. Timoth...
Nick Tunheim almost 4 years ago in Case Management / Documents 0 Shipped

Aged Days Column to Stop Counting After Zero Balance

Aged Days User Report Column currently counts by Dynamic Filtering date and stops at report ran date, regardless of the contract balance. This incorrectly calculates zero balance cases and how quickly the contract was closed out. This column can b...
Jessie Goggans almost 4 years ago in Case Management / User Report 0 Shipped

Improve G&S Drop-down Load Times

User Story The G&S drown down spins for an excessive amount of time when searching in the search bar. We are seeing this during the implementation review process when bringing on new funeral homes.
Guest about 4 years ago in Case Management / Goods & Services / Search 0 Shipped

Ability to bookmark a case from any screen

User Story: I would like the ability to bookmark a case from any screen. Specifications: -Add the bookmark icon to left of the Decedent's name in the Case Menu. (See Mockup 1) -Bookmark icon will have the same functionality as the bookmark functio...
Product Team about 4 years ago in Case Management 0 Shipped

Add 'Service Date' Columns to Family & Friends User Reports

IDEA SUMMARY I would like to create Family & Friends User Reports that include the 'Service Date - First' column, along with all other service dates available in the other report types. FUNCTIONAL SPECIFICATIONS For 'Family & Friends' User...
Matthew Morian over 4 years ago in Case Management / User Report 0 Shipped

Create permission for editing case identifiers

I do not want everyone on my staff to be able to edit a case number.
Guest over 4 years ago in Case Management / Roles & Permissions 0 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 8 months ago in Case Management / Notes 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 9 months ago in Case Management / Admin 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 12 months ago in Case Management / Notes 0 Shipped

Tagging Self on Internal Note

Could there be a way to tag oneself on an internal note this way a notification can be sent to creator of note instantly.
Guest about 1 year ago in Case Management / Notes 0 Shipped