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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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Add Rolodex Dropdown Option to Custom Field Setup

There are some occasions where a frequently used Contact from the Rolodex may need to be indicated on a case, for any reason, or populated on a form. The idea is to have "Rolodex Dropdown" added as a new "Field Type" in the Custom Field Edit/Setup...
Guest about 8 hours ago in Case Management / Rolodex 0 New

Add "Case Tags" as a column in ALL User Reports

Currently you cannot get the "Case Tags" column when you filter the report to Payments & Adjustments. Can we please make sure Case Tags are an option in all the User Report configurations?
Julie Hofmann about 11 hours ago in Case Management / Reports & Dashboards 0 Planned

Allow Exports to Include PDF as Report Format Option

Certain contract and financial data is only visible through the use of exports (i.e., check details). When a user needs to view this information and does not plan to import it into a third-party software, displaying the data in PDF format is needed.
Kaylan Johnson about 14 hours ago in Case Management / System Report 0 New

Add Social Security Field for Spouse if not Informant or Primary Purchaser

Currently only Friends and Family marked as Primary Purchaser, CoPurchaser, or Informant will have the option to enter their social security number. Sometimes, the Spouse is none of those roles but we still need to add their social for certain for...
Julie Hofmann about 16 hours ago in Case Management / Family & Friends 0 New

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 2 days 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 4 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 4 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 9 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