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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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ClaimCheck Assignment

Many times we have part of the insurance information required to start a ClaimCheck claim, but not all of it. Currently, the only option available is "Save and Submit". I believe we should also have just a "Save" option, so we could input what inf...
Guest about 2 months ago in Case Management / Family & Friends 0 Planned

eSignatures - Ability to Rotate and Resize Uploaded Files

When uploading documents for eSignature, there are often times when the files are either rotated incorrectly, or just too large to see everything within the eSignature editor. Some Funeral Homes don't have Adobe or anything to properly rotate or r...
Guest about 2 months ago in Case Management / Documents 0 Future consideration

Add Ability for Users to Bookmark Forms to Display Separately from Standard Forms

We've had a lot of customers ask about changing the Order/Selection of Standard Forms, and while there are certainly workarounds that we've been able to use, some FH Standard Forms are mandated by Organizations like Vertin/Legacy etc. Specifically...
Guest 10 months ago in Case Management / Case 1 Future consideration

Automatic Reminders for Checklist Items

We would like the ability to set automatic reminders to our checklist items. There are some items that are time sensitive and the ability to remind someone based off select criteria would be awesome. An example might be Remind the Assigned Directo...
Jill Materia over 1 year ago in Case Management / Checklist 0 Planned

Care Center Merchandise does not show the full name

On the Merchandise page, the items added (caskets, urns, vaults, memorial merch) from the g&s page are in a greyed-out box that does not allow you to see the full name. Even when hovering the full name of the item will not appear.
Chloe Jonas 7 months ago in Case Management / Care Center 0 Planned

Ability to Add More Than 1 Email Address

Please add the ability to add a secondary email address for Family/Friends. We often have loved ones provide us with their home and work email addresses and are asked to send correspondences to both. Right now we have no way to log them other than...
Guest about 1 year ago in Case Management / Family & Friends 0 Future consideration

Adding in Sikh as a Religious Preference on the Funeral Options page.

It was requested by a funeral home that has requested Sikh be added as a Religious Preference on the Funeral Options page. They tend to need this often.
Jennifer Jenson 5 months ago in Case Management 0 Planned

Notes on Obituary Page

There is not a notes section on the obituary page. Could a notes section be added for purposes of tagging each other if there are any notes.
Guest 2 months ago in Case Management / Obituary 0 Future consideration

Cemetery Address on Disposition Page

In the event of adding multiple disposition details, it could be helpful to have both disposition locations listed (Addresses). Recently had a case where there was a cremation and both a burial of cremated remains and the address of the cemetery w...
Guest over 1 year ago in Case Management / Case 1 Future consideration

Seach bar, Pin/Save on Notification Page

It was suggested that we add a search feature to the notifications page. It would be beneficial for the search feature to allow you to search any notification no matter how old, even being able to search things you've been tagged in. Also being ab...
Guest 5 months ago in Case Management 0 Future consideration