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7 Vote

Ability to customize Family & Friends Fields Placement

Users would like the option to customize which fields show initially when adding in new Family & Friends. For example: moving the "Spouse" field out of "Additional Information" to the primary view, so that this is easily edited. Some users fin...

Created 26 May 04:53pm by Jessie Goggans

Case Management / Family & Friends

4 Future consideration
3 Vote

Place to put the number of grandchildren/great-grandchildren w/o listing them.

A lot of funeral homes list the number of grands/great-grands in the obit or memorial printing without having all of their first & last names. It would be great to be able to just put in the number & relationship

Created 16 Jun 08:53pm by Madison Hicks

Case Management / Family & Friends

0 Future consideration
6 Vote

New Role for Cremains Pickup

While there is a spot in the care center to record who picked up cremains, it would be helpful to add a cremains pickup role like there is a DC recipient role.

Created 29 Mar 04:55pm by Anna Andrews

Case Management / Family & Friends

2 Future consideration
2 Vote

Copy Single or Multiple Family & Friends

A customer requested the ability to copy Family & Friends (single or multiple) from an existing case to another. This would be for all case types.

Created 1 Jun 08:59pm by Erin Merriott

Case Management / Family & Friends

0 Planned
14 Vote

Collaboration Center Text Invites - Option for Default On/Off

Would like the Collaboration Center text message checkbox to have a settings option to be defaulted on or off. Right now the box is always checked "on", while I prefer to designate who should receive the texts manually. Every family and situation ...

Created 24 Mar 09:01pm by Guest

Case Management / Family & Friends

5 Planned
15 Vote

When Adding a Family & Friend, add a 'Save & Add Another' Button for Quicker Entry

IDEA SUMMARY "In the pop up window to add a friend/family, I wish there was a third button to “save and add another”. While it only saves a few clicks, it sure helps when you are entering 14 family members, so you don’t have to go back to the list...

Created 15 Nov 03:07pm by Kurt Edenbach

Case Management / Family & Friends

2 Planned
7 Vote

Family & Friends - Beneficiary Role

Beneficiaries don't appear in the order that they are selected on insurance assignments on the payments & adjustments page. Instead they are in order of how they are listed on the F&F page. I'm wondering if it's best to add a role for bene...

Created 25 Sep 07:51pm by Tarrence Price

Case Management / Family & Friends

0 Planned
1 Vote

Family and Friends come over when link a cash sale to an At Need

Currently, when a FH does a cash sale and links it to an at need, they have to reenter the purchaser name and information. I think it would really help my FHs to be able to select the family and friends from a drop down from the case it is linked to.

Created 28 Feb 10:57pm by Anna Andrews

Case Management / Family & Friends

0 Future consideration
3 Vote

Custom roles per organization

We have a "DC Recipient" and a "Survey Recipient" already. I would like to see an "Urn Recipient" role added so we can designate who is eligible to receive cremated remains. Ideally we would be able to list multiple people for this role (for crema...

Created 19 Dec 05:39pm by Guest

Case Management / Family & Friends

0 Future consideration
3 Vote

Linking Cases

It would be nice if you could link one case to another. Lets say your putting in a case and one of the family memebers has passed and that family member was a previous case in passare it would be nice if you could link them so you could look back ...

Created 18 Dec 08:55pm by Matt Murphy

Case Management / Family & Friends

0 Planned