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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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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

Reports- Add a way to run Next of kins email

Add a way to run a report for Next of Kins email
Matt Murphy over 2 years ago in Case Management / Reports & Dashboards 0 Shipped

Solution For Auto-Incrementing Receipt Number Errors

User Story: Funeral Homes that are using the Auto-Incrementing Receipt Number feature (under Other Options) will encounter error messages not allowing them to enter a payment in a case if someone else is entering a payment at the same time because...
Kaylan Johnson over 3 years ago in Case Management / Payments & Adjustments 0 Shipped

Editing Sign Date via Pencil Icon

If you try to sign for an inventory item on the Goods & Services page with a date prior to when it was added, you get an error that it is not allowed. However, if you sign with a date after the inventory was added and then click the pencil ico...
Erin Merriott over 3 years ago in Case Management / Goods & Services 0 Shipped

Custom Field Case Type Tab Default

If a case has PN custom fields and the case is converted to an AN, the custom fields tab defaults to PN when it should default to the highest case type (AN).
Erin Merriott over 3 years ago in Case Management / Case 0 Shipped

Lock Headings in dashboard

It would be nice if you have a list of more than one or two cases, if the headings of the dashboard would remain at the top like you can a spreadsheet so you are reminded what the column is named and where you need to look as you scroll down. I of...
Elizabeth Reed over 3 years ago in Case Management / Reports & Dashboards 0 Shipped

Show Payee for Check on Accounts Page

User Story On the Accounts feature, I'd like to see who the payee of the check was under the 'Related to Rolodex Item' column name. Otherwise, I have to go back to the Check Writing page to see who the payee was. Requirements On the Accounts featu...
Daniell Jara over 3 years ago in Case Management 0 Shipped

Add 'Check Payee' Filter for Check Writing Page

User Story Right now, when I write a check to a specific vendor, I have no way of easily searching for that data on the Check Writing page. It would be helpful if I could have a 'Payee' filter, that populates all of my Rolodex entries, so I can se...
Daniell Jara almost 4 years ago in Case Management / Check Writing 0 Shipped

Dashboard Filters - Sign Dates

Needing the ability to filter dashboards off of Invoice Signing - First, Invoice Signing - Last, and Invoice Signing - Any like we can in user reports.
Jessie Goggans almost 4 years ago in Case Management / Reports & Dashboards 0 Shipped