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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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Detailed History on Family and Friends Page (Activity Feed)

Similar to the detailed history that is on the Goods and Services & Payments and Adjustments page. A few funeral homes would like to see the activity feed of who is creating family and friends contacts and who is manipulating data in each cont...
Adrain Valerio 5 days ago in Case Management / Family & Friends 0 Gathering interest

Warning when changing branches if there is a Contract built already

When changing a case that has a contract built out on it to a new branch within an organization, the GL account numbers still reflect the previous branch, rather than updating to the new branch’s GL account numbers. The only way to correct this is...
Marshall Brooks 18 days ago in Case Management / Goods & Services 0 Gathering interest

Stipulations for Document Generation

Can stipulations be placed upon document generation? For example, if “primary purchaser” isn’t selected the contract can’t be generated. Or if informant hasn’t been selected, the death certificate can’t be generated? Disposition, etc.?
Corbin Kill 17 days ago in Case Management / Printing 0 Gathering interest

Care Center Tracking Checkbox

When you are in the process of converting a case to an at-need, most fields under case information light up as soon as you check the box before you hit save. Can this happen for the care center tracking box as well? Currently, you have to save and...
Tarrence Price about 1 month ago in Case Management / Care Center 0 Gathering interest

Default F&F Role for Survey Reports

Interest has been expressed that it would be nice to have the role defaulted when the funeral home is using Johnson Consulting Survey so that they wouldn't miss getting a survey sent should they forget to select the role.
Guest about 1 month ago in Case Management / Family & Friends 0 Gathering interest