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...

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Showing 561 of 561

2 VOTE

Ability to automatically send out invoices to the families on a specific schedule. For instance, 5 day out from the funeral service they family would recieve an invoice via email, or added in the planning center.

For instance, 5 days, 30 days, and 45 days out from the funeral service the family would receive an invoice via email or added in the planning center.

Guest 2 months ago in Case Management / Goods & Services 0 Planned

6 VOTE

Automatic Reminders for Checklist Items

We would like the ability to set automatic reminders to our checklist items. There are some items that are time sensitive and the ability to remind someone based off select criteria would be awesome. An example might be Remind the Assigned Directo...

Jill Materia 7 months ago in Case Management / Checklist 0 Planned

2 VOTE

Ability to unselect imminent need once converted to at-need

Johnson-Romito Funeral Home (premium customer) would like to have the ability to unselect the imminent need case type once they convert to at-need in order to differentiate and separate

Chloe Jonas 2 months ago in Case Management / Case 0 Future consideration

2 VOTE

Add Grave Location

Sometime you are at a cemetery and a family says "do you know where my dad is". It would be nice to look it up and tell them

Matt Murphy 2 months ago in Mobile 0 Future consideration

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

2 VOTE

Tell where comment/note originated from

We used to be able to see what area the comment came from. If someone puts a comment in the checklist (i.e. death certificate), the comment is in the notes, but we have no idea what that note is pertaining to. We have to go check all the checklist...

Guest 3 months ago in Case Management / Notes 0 Planned

2 VOTE

Make Thumbnails to preview items uploaded in case file section

We need to see what the families are uploading at the same time. We currently have to download and save all of the files instead of the convenience of it being in one location.

Guest 3 months ago in Planning Center 1 Planned

4 VOTE

Use Merchandise Section as a Virtual Casket Show Room

We have been brainstorming how to show caskets during in-person arrangements. Right now we use binders with printed pictures, which is ok. We have a computer in the arrangement room that uses a large tv as a monitor and we want to be able to show ...

Mara James 5 months ago in Planning Center 0 Gathering interest

3 VOTE

"Do Not Contact" Role for Family/Friends

There are some cases where family members do not want us to give out information to specific people. It would be helpful to be able to add them to the friends/family list with a role of something to the effect of "Do Not Contact" so any other dire...

Guest 4 months ago in Case Management / Family & Friends 1 Planned

2 VOTE

Tag Users in Care Center Notes

It would be helpful if funeral directors could tag other users in notes sections in the Care Center. For example, on the Appearance page, in the Hairdressing section the Description of Request box.

Guest 3 months ago in Case Management / Care Center 0 Future consideration

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