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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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In Arrangement tab NOTHING SHOULD BE MANDATORY

you might not know all the info when starting the page. and its a real pain
Matt Murphy 17 days ago in Case Management / Appointments 0 Gathering interest

"Appointment With" Field

On the Vitals page in the Arrangement Section the "Appointment With" field is not currently listed as required but will not let you save the page if you do not input a FD. Could this field either have an asterisk that it is required or be not requ...
Guest about 1 month ago in Case Management / Appointments 0 Gathering interest

Add DNA Sample Obtained "yes/no" radio button

Connelly McKinley in Cananda would like us to add DNA Sample Obtained "yes/no" radio button to the care center near "Fingerprints Obtained".
Julie Hofmann about 2 months ago in Case Management / Care Center 0 Gathering interest

Notes on Obituary Page

There is not a notes section on the obituary page. Could a notes section be added for purposes of tagging each other if there are any notes.
Guest about 1 month ago in Case Management / Obituary 0 Gathering interest

Alternative Name Search

I have a preneed with a son in law in charge that has a nickname that he goes by and I entered it under alternative name AND display name under friends and family. Since that is how he is known, I searched him to find the preneed and there were no...
Angela Anello about 1 month ago in Case Management / Family & Friends 0 Gathering interest

Height Format

For the height field, the field is only accepting inches, could we have the option to have the format be able to be input as 5'10"
Guest about 1 month ago in Case Management / Care Center 0 Gathering interest

Multiple appointment options for Preneed

I noticed you can add an event for more than one appointment in an at need case, but I would like to see the same option for preneed appointments. Sometimes families require more than one preneed appointment especially if they are undecided about ...
Angela Anello about 1 month ago in Case Management / Appointments 0 Gathering interest

email required field for informant

Be able to require email for an informant.
Guest about 2 months ago in Case Management / Family & Friends 1 Gathering interest