Pinned ideas

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...

Data Entry

Showing 13

40 VOTE

Autosave when you change pages

It would be nice if you could transfer pages without having to save, an auto save when you shift maybe.

Product Team about 4 years ago in Case Management / Data Entry 3 Future consideration

7 VOTE

A checkbox for "Stillborn" that will gray out or disable date of birth/date of death

While not often, our firm handles cremations and burials for stillborn infants. The category of "stillborn" is available as an option on most forms in our state -- the best workaround currently is to put the date of birth and death as the same dat...

Joe Laedtke 3 months ago in Case Management / Data Entry 1 Future consideration

5 VOTE

Display Pre Need differently than At Need

It would be helpful if text entered as a Pre could display in a different color. When moving to At Need sometimes data changes and it's hard to figure what was selected as a Pre versus what is being selected during an at-need arrangement. The abil...

Jill Materia 5 months ago in Case Management / Data Entry 0 Future consideration

5 VOTE

Expand Details for Open Casket & Body Present Options

Within the Funeral Options section we would like to have the Open Casket and Body Present areas expanded to include text, not just yes or no. We have many instances were the casket is open for a private family visitations and then closed during th...

Guest 10 months ago in Case Management / Data Entry 0 Future consideration

3 VOTE

Add the ability to @ within a Custom Field

Please add the ability to send an @ notification within a custom field text box.

Guest 7 months ago in Case Management / Data Entry 0 Future consideration

3 VOTE

Add 2nd Driver Option to Transfer Page

On the Transfer Page, under Transfer Detail, it would be most helpful if a drop down field would be added for a 2nd Driver. I would think that most funeral homes use 2 staff members when doing a removal from a home. I type the 2nd driver's name in...

Guest almost 2 years ago in Case Management / Data Entry 1 Future consideration

2 VOTE

Tour of Duty Populate from Basic Veteran Info

Any way to have the Tour of Duty auto fill from the Basic Info on the Veteran page? It seems a waste of time to enter the same information multiple times.

John Glueckert 6 months ago in Case Management / Data Entry 1 Future consideration

2 VOTE

We need a way to assign names of the people who are responsible for a funeral, calling hours etc. on the funeral option tabs. They need to show when we print a daily schedule.

When we have four funerals going at the same time we need to b e able to see at a glance who is assigned to what

Guest about 1 year ago in Case Management / Data Entry 1 Future consideration

2 VOTE

date of death type

For the date of death in First Call and Vital Statistics section can there be an option for choose the type of death date like below.

Guest over 1 year ago in Case Management / Data Entry 1 Future consideration

1 VOTE

Removal From State disposition option

Please create a "removal from state" disposition option.

Guest about 1 year ago in Case Management / Data Entry 0 Future consideration

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