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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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Ability to have a quick add button for each section in Goods & Services

As a user, I would like the ability to have a quick add button for each of the sections on the Goods & Services page.
Product Team about 4 years ago in Case Management / Goods & Services 0 Not being considered

Allow all communication (messages, emails, notes) with family to be tied within the case

As a user, it would be helpful to be able to tie all our communication with the family to the case. So when we pull up the case, we can see all forms of communication (such as emails, messages, etc.) we have had with the family.
Product Team about 4 years ago in Planning Center 0 Not being considered

Adding New Column (i.e., Has Unsigned Changes) Should Add to All Filtered Tabs (Pre-Existing and Newly Created)

If a User has multiple tabs on their Dashboard (Case Listing) and they add the newly created column "Has Unsigned Changes" to the main All Cases tab, this column should appear in every tab on the current dashboard. Otherwise, the user has to clic...
Kaylan Johnson about 4 years ago in Case Management 0 Not being considered

Ability to see who is logged in from your organization and then live chat for instant messaging with team members

This would allow for somewhat direct communication between members of the same organization when a response is needed quickly. Ideally, it would have some sort of mobile component/capability for when staff is working in the field.
Guest about 4 years ago in Case Management 1 Not being considered

WePay invoice at end of month not out of transaction amount.

Bank statements don't match deposits on invoice, makes reconciliation / auditing more difficult. An invoice at the end of the month or an automatic bank transfer would be acceptable.
Jim Golub about 4 years ago in Case Management / Integrations 1 Not being considered

Allow the program to open to the Vital Stats Tab, last at-need case every time

It would be nice to allow the program to open to the Vital Stats Tab, last at-need case every time without having to tab through all cases, pre-need, and at-need, then selecting a case and beginning at the first call tab. It is a lot of unnecessar...
Product Team about 4 years ago in Case Management 0 Not being considered

Menu to show accounts receivable

It would be nice if there was a menu to show accounts receivable.
Product Team about 4 years ago in Case Management / Accounting 0 Not being considered

Make it easier to enter multiple cash advance items rather than one at a time.

It would be great if it could be made easier to enter multiple cash advance items rather than one at a time. Like highlight four or five and hit select rather than clicking in one at a time
Product Team about 4 years ago in Case Management 1 Not being considered

Different color/theme options for Dashboard

It would be nice if there were different color/theme options for Dashboard.
Product Team about 4 years ago in Case Management 1 Not being considered

Ability to connect searches based on churches and clergy to help recreate checks

I would like the ability to connect searches based on churches and clergy so that I can recreate checks for the people that go to the same church or use the same clergy
Product Team about 4 years ago in Case Management 0 Not being considered