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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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Case Management

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Unmarking "pending" dates should not set a date

When unmarking an event as pending, the date is automatically selecting a nearby time regardless if there was a date and time selected. If the event has a date entered and the pending date checkbox is checked, when unchecking the box to finalize t...
Ryan Patterson 15 days ago in Case Management / Appointments 0 Planned

Additional Fields on Vitals Page for Wisconsin Death Certificate

The state of Wisconsin is requiring some additional fields for their death certificates, and two funeral homes so far have brought this to our attention. They want these fields hardcoded to the Vitals page New Fields: Primary Occupation at the tim...
Adrain Valerio 16 days ago in Case Management / Case 0 Planned

Add Sikhism as a Religious Preference

Leroy P Wooster Funeral Home would like us to add Sikhism as a religious preference option.
Julie Hofmann 12 days ago in Case Management / Case 0 Planned

Separate the Whiteboards from the Organization role & permissions

Larger organizations may limit the permissions of their staff but still want them to be able to set up whiteboard rules. They need to be able to turn on Whiteboards but leave case IDs, CSTs, and the other "Cases" section unavailable
Madison Hicks 20 days ago in Case Management / Roles & Permissions 0 Planned

change default payment method from cash to check

Most folks pay for funerals via check. It would be nice to see the default payment method be check instead of cash.
Guest about 1 month ago in Case Management / Payments & Adjustments 0 Planned

Donation Institution Tied to Rolodex

When disposition type is selected as Donation, it would be helpful if the donation Institution was tied to the Rolodex. This would save the funeral home from entering the information fresh each time.
Guest 2 months ago in Case Management 0 Planned

Price List - Inventory Filter

I think it would be useful if we had the ability to filter for inventoried and non-inventoried items in the price list. Rather than clicking into each item, the filter would give us this information very quickly.
Tarrence Price 26 days ago in Case Management / Price List 0 Planned

Include organization rolodex type "other" for P&A options

When a contact is added in rolodex as an "other" option, it does not appear in the dropdown within a payment on the payments & adjustments page. For example, Becker-Rabon Funeral Home has added contacts in their rolodex Under Organization>O...
Chloe Jonas about 2 months ago in Case Management / Payments & Adjustments 0 Planned

System Calendar improvements

How about different colors in the System Calendar, depending on the event or different color depending on the funeral home branch, like the common Outlook or Google calendar allows you to do. Helps them stand out better for company preferences. Ad...
Elizabeth Reed about 5 years ago in Case Management / Calendar 5 Planned

Planning Center Branding and Customization

When creating custom questions, it would be nice to be able to create checkboxes or radio boxes to select responses from families. Or if we could have formatting for the questions themselves. I wanted to be able to add my client service types with...
Ryan Patterson about 1 month ago in Case Management / Data Entry 0 Planned