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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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Schedule Pricing & Cost Visible other than within the item's details

You can schedule future pricing and cost but you can not see it anywhere else other than in the item details page. I had a funeral director bring this up and he would like to see if on the CSV we could include a column for this. Because there is n...
Adrain Valerio 2 months ago in Case Management / Price List 0 Planned

Transfer Report Available on Transfer Care Center Screen

It was requested that since Michigan has recently started requiring case reports about the transfer of a decedent as well as the embalming, that a transfer report be available on the Transfer screen under Care Center as there is an option to print...
Jennifer Jenson 4 months ago in Case Management / Care Center 0 Future consideration

Adding Newspaper as an option for "business" in the Rolodex

With the addition of the e-mail option on the obituary page, funeral homes who have added newspapers to their rolodex as "other" do not have the ability to see them in the dropdown on the obit page.
Chloe Jonas 4 months ago in Case Management / Obituary 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 over 1 year ago in Case Management / Family & Friends 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

Rolodex share contact

In many cases funeral directors or office staff have to access multiple locations, it would be convenient to access rolodex contacts that are shared between all the locations without creating another contact of the same person/church/cemetery in t...
Guest 2 months ago in Case Management / Rolodex 0 Gathering interest

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

Tagging Hairdresser

It would be helpful to tag the hairdresser in the appearance section of the care center. This would send our hairdresser a notification so she knows what was discussed.
Guest 10 months ago in Case Management / Care Center 0 Future consideration

Support Chat

Instead of searching for help or emailing support when there is an issue, chat bot or live person to chat with would be very helpful. This was used with another platform and was convenient.
Guest 10 months ago in Case Management / Case 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