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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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Sort Batch Forms by trade business

It would be helpful to sort or group batch forms by the trade business. This would make invoicing significantly easier
Madison Hicks 6 months ago in Case Management / Batch Forms 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 6 months ago in Case Management / Family & Friends 0 Future consideration

I need a column for PreNeed Payments in User Reports

For Keyser Funeral Home, User Reports, when you choose "Rows Show Results For - PreNeed Payments & Adjustments" it does not pull the information from the Payments & Adjustments page on the PreNeed side, it still pulls the AtNeed informatio...
Julie Hofmann 6 months ago in Case Management / User Report 0 Planned

Saved Configuration names showing when reports/batch forms are ran

Funeral Homes will often create saved configurations that filter specific branches/case tags/trade businesses and then run them all back to back. I would like to see in my download center the name of the saved configuration instead of the name of ...
Madison Hicks 6 months ago in Case Management / Reports & Dashboards 0 Planned

Batch Forms Sorting by Case Number

Add a option to sort batch forms by case number when you generate them
Guest 6 months ago in Case Management 0 Future consideration

Age on Case Menu to show as Years, Month, Day

On the a case menu on the ID Tag, if there could be an ability to have the age show as years, month, days.
Guest 6 months ago in Case Management / Case 0 Future consideration

Tour of Duty Populate from Basic Veteran Info

Any way to have the Tour of Duty auto fill from the Basic Info on the Veteran page? It seems a waste of time to enter the same information multiple times.
John Glueckert 6 months ago in Case Management / Data Entry 1 Future consideration

Add Date/Address to Disposition for Final Disposition of Cremated Remains

There is no way to enter a date of final disposition for cremated remains or the address of the location. Since disposition often happens at an address other than the crematory and on a different date, there should be a way to enter the date of fi...
John Glueckert 6 months ago in Case Management / Data Entry 0 Planned

Add more role tags for ESignature 2.0 Mappings

Several of my funeral homes have documents that require multiple Next of Kin to sign. Currently we have "Role - Next of Kin" for mapping the ESignature to NOK1 but we need to be able to do at least 6 NOK's. This is for Washington and New Jersey cu...
Julie Hofmann 6 months ago in Case Management / Documents 0 Future consideration

Obituary AI needs to pull preceded in death by (Deceased Relatives)

This is not a bug but needed to be an idea: Bojan BojanovicOct 19, 2023 at 9:37 AM CDT @Julie Hofmann i talked with dev who implemented this, there was no requirements this kind so he made this to use only living F&F and family relationship in...
Julie Hofmann 6 months ago in Case Management / Obituary 0 Planned