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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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Adding hyper link to family messaging

It would be helpful to be able to add a hyper link in the messaging in the planning center. If we want to send a certain URL for a catalog or website, the family has to copy and paste into their browser versus clicking the link directly.
Guest 1 day ago in Planning Center 0 New

Add property field to urn tracking

Often we have property in the locker that needs to go out with an urn. We track the property in a separate book and put a post-it note on the urn that indicates there is property. It would be super cool if that were an option to check on urn track...
Ann Marie Terpstra 3 days ago in Mobile 0 New

Adding Case Tag Filter to Survey System Report

When running a Survey System report, for example, the Johnson Consulting Survey Report. The filter options don't include case tags, and I have a funeral home that needs to separate their cases by case tag so it's easier for Johnson to associate th...
Adrain Valerio 3 days ago in Case Management / Reports & Dashboards 0 New

Pet Case - Remains Returned To dropdown include the Pet Business

Watson-Thomas Funeral Home does the majority of their pet business with Vet offices and are almost always returning the remains to the "pet business" from the rolodex. In the dropdown, the current options are just the owner or "other family member...
Chloe Jonas 8 days ago in Case Management / Data Entry 0 Planned

Add city, state next to rolodex entries in dropdowns for venues

There are often multiple rolodex entries for places with the same name (there are 6 DIFFERENT St. Mary's Churches in the areas surrounding Cleveland) when scheduling a service and choosing a venue, it would be nice to see the city, state in the dr...
Madison Hicks 8 days ago in Case Management / Data Entry 0 Planned

Scheduled Date Column on Completed Tab in Imports

The Completed tab of the Support > Imports page needs to display a "Scheduled date" column that includes the date and time, just like what is currently displayed on the In Progress tab. This is necessary to see as the current "Date submitted" c...
Kaylan Johnson 9 days ago in Passare API 0 Planned

Pop-Up Alert For Changing Items When a Price List Import is Scheduled

Since an item can now be manually updated while a scheduled price list import is pending and the import will overwrite the item, all users should receive a pop-up alert when trying to manually update an item (similar to the one about Saving withou...
Kaylan Johnson 9 days ago in Passare API 0 Planned

Add Delivered To Locations on Merchandise Page of Care Center

Connelly McKinley said their vaults are always delivered directly to the cemetery not to the funeral homes. They need to be able to add new locations to the Delivered To on the merchandise page of the care center. Currently you can only pick from ...
Julie Hofmann 13 days ago in Case Management / Care Center 0 Planned

Completed tasks should automatically be moved to the bottom of the checklist within the case

Users with more comprehensive checklists experience inefficiency when looking through their checklist to view only incompleted tasks within the case. While there is an option to view inpcomplete tasks on the Tasks Dashboard, this does not help wit...
Kaylan Johnson 2 months ago in Case Management / Checklist 0 Closed

Change wording on Obituary page when Locked

It is confusing that when the FH locks the obituary, the PC side says the obituary has been "approved". This is problematic because sometimes it is locked before the obituary is finished and the families can see that it is not done. When it is loc...
Madison Hicks 14 days ago in Planning Center 0 Planned