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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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VA Presidential Certificate

It would be nice if the funeral home was an available choice for "mail the VA Presidential Certificates to". This would be an easy way for sales professionals to follow up with a family in the funeral home. The funeral home would receive the certi...
Joanna Gore about 4 years ago in Case Management / Documents 0 Shipped

Add Contract Date as a filterable date option for Survey system report

Some customers would like to filter their Survey report by the Contract Date. Please add this date to the dropdown list when building the Survey report.
Marcus Wilson about 4 years ago in Case Management 0 Shipped

Ability to Filter Rollup Documents by Item Signing Date

Vertin uses a Batch Form to output a Marker Commission Report that is used on a monthly basis to determine commission on marker sales for each funeral director within each organization. Current: Within the DocX tag, filtering is done on a case lev...
Nick Tunheim about 4 years ago in Case Management / Documents 0 Shipped

Add Default Sorting to Batch Forms

User Story Users are wanting consistent sorting of documents from the Batch Forms feature. At one point, it used to be alpha by branch and then alpha by decedent last name within the branch. However, that is not the order now and appears to be ran...
Daniell Jara about 4 years ago in Case Management / Batch Forms 0 Shipped

Collaboration Center Text Invites - Option for Default On/Off

Would like the Collaboration Center text message checkbox to have a settings option to be defaulted on or off. Right now the box is always checked "on", while I prefer to designate who should receive the texts manually. Every family and situation ...
Guest about 4 years ago in Case Management / Family & Friends 5 Shipped

Add Organization Information to The Batch Deposit/Payments Reports

User Story Vertin has requested we add the organization name to Batch Deposit reports. Currently there is no name on the report, therefore their accounting team isn’t clear on what reports are for which organization. The same would be helpful with...
Daniell Jara about 4 years ago in Case Management / Batch Deposits / Batch Payments 2 Shipped

Pre-Need Page Update

The Pre-Need case pages are set up like At-Need cases. As a user, this makes it difficult to use, as some of the information captured for Pre-Need is different than what is needed for At-Need. It would be great if the Pre-Need page was updated to ...
Product Team about 4 years ago in Case Management 0 Shipped

Export Date Column

Would be nice to have a column available on the Dashboard that shows the Exported to Accounting date to be able to quickly see which cases need to be exported. It is tedious work to have to click into each case when checking what has and has not b...
Guest about 4 years ago in Case Management / Reports & Dashboards 0 Shipped

Create "quick add" fields for Family & Friends

When entering Family & Friends, it would be helpful to have the option to add a family member by name and relationship alone, without going to a separate form to do so. If you wanted to add more detail, you could open up the form to do that af...
Marcus Wilson about 4 years ago in Case Management / Data Entry / Family & Friends 1 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