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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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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 1 day ago in Case Management / Care Center 0 New

Creating a mapping for designated signer

We have customers who are using forms that do not always require one specific role to sign or have information populate (Informant is not always Primary Purchaser) and would like the versatility of 2.0 to pull the information based off of signer, ...
Guest 39 minutes ago in Passare API 0 New

son/daughter spouse included in AI Obit along with place they live. Ex Jimmy (Beth) Rose, Miami, Florida

No description provided
Joe Egner about 14 hours ago in Case Management / Obituary 0 New

Default select the Payer in the email receipt field

typically, the receipt will need to be emailed to the payer on the transaction. When the Payer is selected, ideally, it would default to putting their name in the "email receipt" field to avoid having to choose the payer and then search again for ...
Madison Hicks 1 day ago in Case Management / Payments & Adjustments 0 New

calculate the persons age automatically

one less thing to do
Guest 8 days ago in Case Management / Data Entry 1 Gathering interest

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 7 days ago in Case Management / Case 0 Gathering interest

Add Ability for Users to Bookmark Forms to Display Separately from Standard Forms

We've had a lot of customers ask about changing the Order/Selection of Standard Forms, and while there are certainly workarounds that we've been able to use, some FH Standard Forms are mandated by Organizations like Vertin/Legacy etc. Specifically...
Guest 13 days ago in Case Management / Case 1 Gathering interest

Add Memorial Donation without a Website

Please allow memorial donation organizations to be added without a website. In some small towns, local organizations/businesses do not have a website.
Guest 16 days ago in Case Management / Obituary 0 Gathering interest

Phone Number

Showing the family members phone number next to the email address in family and friends would be helpful.
Guest 9 days ago in Case Management / Family & Friends 0 Gathering interest

middle name on Family & Friends Page being added to the top section

On the Family & Friends page currently you have to click on the additional information to add the middle name of the family member. It would be much more convenient to be able to add the middle name right there when adding the family member fi...
Chloe Jonas about 2 months ago in Case Management / Family & Friends 0 Planned