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...
For as much money as you charge, your program is terrible for looking up on a mobile device. This is suppose to be one of the positive things and it is no where near available to look up clients from another location!!!
Sort Custom Fields when they are added as columns on a Case Listings Dashboard
This used to be a feature where we could sort (A-Z or Z-A) Custom Fields Columns in a Case Listing Dashboard. This feature was extremely helpful in organization of our active cases on a more granular level than permitted by the fields available wi...
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...
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...
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).
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...
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...
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