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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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Create Setting to Allow Rolodex to Feed Down to Child Orgs

Many larger organizations have a parent/child org hierarchy due to staffing access, etc. and frequently need the option to share Rolodex entries from the parent level. Here are a couple of examples where this causes issues with the way it works to...
Kaylan Johnson 1 day ago in Case Management / Rolodex 1 New

E-Transfer Option

Please add an option for E-Transfer for Canadian funeral homes. E-Transfer is a bank-to-bank transfer in Canada that is a very frequent payment method. The payment details would be the same as for an ACH.
Guest 4 days ago in Case Management / Payments & Adjustments 0 New

Add Suffix and Title Options on Case Summary

It would be helpful to be able to see the suffix for the Family & Friends on the Case Summary page, or at least have the option to toggle that information on/off for the display of each F&F name.
Guest 6 days ago in Case Management / Family & Friends 0 New

PreNeed Case Number Needed as a Column In Case User Reports

We currently only have the AtNeed Case ID for User Reports. Spring Grove needs a report that pulls both the AtNeed and PreNeed Case ID numbers. Can we please get PreNeed Case Number as a Column In Case User Reports? We have this column already in ...
Julie Hofmann 6 days ago in Case Management / Reports & Dashboards 0 Planned

Please create Role Executor/Executrix

Please create a Role called Executor/Executrix. This Role would be especially important to our Canadian firms where around 90% of the time there is an Executor that is the legal representative named in the will, and that person is not usually also...
Guest 6 days ago in Case Management / Family & Friends 0 New

Change DC Signed by to Medical Certificate Signed By

In Canada, what we call a Death Certificate they call a Medical Certificate of Death. Please change the wording on the Vitals page to reflect that. Under the Death heading there is a box that says Death Certificate signed by, please change this to...
Guest 6 days ago in Case Management / Data Entry 0 New

I thought it would be super helpful to have the ability to attach the proper form to the checklist item

Having the ability to upload the form to the checklist item would be super convenient and help us ensure that all documents are submitted and we can have someone in our office check for accuracy once they are uploaded to the checklist
Guest 12 days ago in Case Management / Checklist 0 Gathering interest

Send E-signatures out of the country

We deal with funeral homes in Poland, and sometimes, family members need to sign documents in Mexico. However, e-signatures links cannot be opened in Poland. It would be very helpful to have the ability to send these documents out of the country.
Angela Anello 13 days ago in Case Management 0 New

Create Planning Center Originated documents to show in separate section

Create a tab on the Case Files page to separate files that originated from the Planning Center. Ideally, there would be 3 tabs: 1 for ALL Case Files, including files from the funeral home and the planning center, 1 for case files added only by the...
Madison Hicks 8 days ago in Case Management / Files 0 Gathering interest

Branch Specific Standard Forms

Being able to select documents to show in the standard forms based on either organization or branch would allow greater organization for our firms that are in multiple cities/counties and need specific forms for each location.
Madison Hicks 15 days ago in Case Management / Documents 0 Planned