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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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Check Writing - Vendor

As we rollout Check Writing with Vertin, they will rely soley on the Rolodex to populate checks to ensure the the acocunting exports to Great Plains have all of the info needed such as the Tax ID to properly populate EOY documents such as 1099s. C...
Erin Merriott over 4 years ago in Case Management / Check Writing 0 Shipped

Add the Obituary photo to the cases files

Whether the family or the funeral homes uploads an obituary photo, it would be nice to see this file in the case files section. Currently it can only be found on the obituary page
Kelly Gilgenbach over 4 years ago in Planning Center 1 Shipped

Relationships

I would like to see Child added to the dropdown when selecting Relationship
karen holte over 2 years ago in Passare API 0 Shipped

Remove Contact Type from Rolodex DocX Tags

User Story Currently, the Contact Type of certain rolodex items, Organization and Business, appear in the DocX output, which isn't needed. For example, if you have a rolodex entry of 'St. Timothy's Episcopal Church,' the output will be 'St. Timoth...
Nick Tunheim almost 5 years ago in Case Management / Documents 0 Shipped

Aged Days Column to Stop Counting After Zero Balance

Aged Days User Report Column currently counts by Dynamic Filtering date and stops at report ran date, regardless of the contract balance. This incorrectly calculates zero balance cases and how quickly the contract was closed out. This column can b...
Jessie Goggans almost 5 years ago in Case Management / User Report 0 Shipped

Improve G&S Drop-down Load Times

User Story The G&S drown down spins for an excessive amount of time when searching in the search bar. We are seeing this during the implementation review process when bringing on new funeral homes.
Guest about 5 years ago in Case Management / Goods & Services / Search 0 Shipped

Ability to bookmark a case from any screen

User Story: I would like the ability to bookmark a case from any screen. Specifications: -Add the bookmark icon to left of the Decedent's name in the Case Menu. (See Mockup 1) -Bookmark icon will have the same functionality as the bookmark functio...
Product Team about 5 years ago in Case Management 0 Shipped

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 about 5 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 5 years ago in Case Management / Roles & Permissions 0 Shipped

Allow for Price List Effective Dates to be Split by Branch

Users with multiple branches are able to assign a specific branch to all items/packages in their Price List but currently the Effective Date settings only allow for one date for each Price List (GPL, CPL, etc.). When there are mutiple branches, it...
Kaylan Johnson almost 3 years ago in Passare API 0 Shipped