đź’ˇ Share your Ideas!
ADD A NEW IDEA

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...
Share feedback 0

Case Management

Showing 264

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 3 months ago in Case Management / Data Entry 0 Planned

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 3 months ago in Case Management / Family & Friends 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 almost 5 years ago in Case Management / Calendar 5 Planned

Add "Domestic Partner" as a Relationship

Please add "Domestic Partner" as a relationship when entering a family and friend. This is not the same as Common Law or Common Law Spouse. This idea is already planned, please add Domestic Partner as well.
Guest 6 months ago in Case Management / Family & Friends 0 Planned

Display Notes from Funeral Options Events on Case Summary/Schedule of Services section, printouts, and Funeral Options event list

Notes made within the Event on the Funeral Options page do not display outside of the widget for the Event. Notes should be displayed on the Funeral Options page list of events, on the printout for that page/section, as well as on the Case Summary...
Kaylan Johnson 5 months ago in Case Management / Appointments 0 Planned

Super-Admin Role Addition

As a Super-Admin, I could not delete the event on a funeral home's calendar. I had to assign the permission to the Admin/FD role and then "View As" an Admin/FD and then I had the ability to delete the event. Is there a way to add this role to Supe...
Guest about 1 month ago in Case Management / Roles & Permissions 0 Planned

Add or edit family email after Planning Center invite is sent via text

Sometimes, families do not provide their email address right away, but still want the planning center invite. Once we meet with them and they provide us their email, it cannot be added to their profile as it is grayed out. Why is this and can this...
Guest 5 months ago in Case Management 0 Planned

middle name on Family & Friends Page being added to the top section

On the Family & Friends page currently you have to click on the additional information to add the middle name of the family member. It would be much more convenient to be able to add the middle name right there when adding the family member fi...
Chloe Jonas over 1 year ago in Case Management / Family & Friends 1 Planned

Change default Reminder on Services to no reminder

Services default to having a 5-minute reminder. This is not very helpful since Funeral Directors often need reminders long before 5 minutes or not at all. It would be helpful if this was defaulted to NO REMINDER and then if the funeral home wants ...
Madison Hicks about 2 months ago in Case Management / Reminders 0 Planned

Adding Funeral Homes To Global Forms

When adding funeral homes to global forms, the system will take you back to the top of the list. This can slow the process down quite significantly, especially when it comes to orgs such as Vertin & Legacy, who have multiple locations. If we w...
Tarrence Price 4 months ago in Case Management / Documents 0 Planned