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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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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...
Jill Materia over 1 year ago in Case Management / Data Entry 0 Already exists

Create Permission for Promoting Rolodex Entries

Users would like the option to restrict/allow certain roles access to promote Rolodex entries. This should apply to Custom Entries (blue 'plus' icon > Save to Organization Rolodex' checkbox) and Main Rolodex (Admin > Rolodex > click into ...
Jessie Goggans almost 3 years ago in Case Management / Roles & Permissions 1 Already exists

Associate license number with funeral director users

Please make it so that a funeral director/embalmer's license number is associated with them as a user. For instance, the FD's name populates on the contract once the case has been assigned, but the license number field always pops blank - it would...
Guest about 1 year ago in Case Management / Profile 0 Already exists

receipt of ashes form.

eceive the We need a form for the person receiving ashes to sign showing their right to recieve the ashes and there acknowledgement of reception. I,name, am the authorizing agent of Name of Deceased and/or have the legal right to control the dispo...
Guest over 1 year ago in Case Management / Documents 1 Already exists

Family & Friends Spouse Option

It would be very helpful in my opinion to have an available option when a family member is listed to have a space for their spouse or significant other. Also it would need to populate that person in parentheses in the obituary.
Guest over 1 year ago in Case Management / Family & Friends 0 Already exists

Tracking Completed Signatures

There should be some kind of notification or indicator of completed signatures so a family knows when they are done (i.e., 4 of 5 Complete, etc.). This would help when viewing on a phone or smaller screen where all documents to sign are not readil...
Guest over 3 years ago in Planning Center 2 Already exists

Ability to add a custom video in Collaboration Center

As a user, I would like the ability to add a custom video or a link to the video in the collaboration center. It would be great to be able to put something like a "Meet the Funeral Director" video to allow families to get to know us a little bette...
Product Team about 4 years ago in Planning Center 1 Already exists

Messages - Also notify Secondary Arranger

It would be most helpful if the Secondary Arranger on a case could receive Message notifications when the family leaves messages in the PC.
Guest 30 days ago in Planning Center 1 Already exists

Checklist to Show in Imminent Need cases

I typicaly have to change my imminent cases (HOSPICE) to at-need because families are not able to see the CHECKLISTS in the planning center. This is VITAL for families that want to start everything. Please add the abiltity to see the checklists no...
Guest 3 months ago in Planning Center 0 Already exists

Ability to Add New Tabs to Template Page

I would like to be able to add new tabs to the Template Page. We do a lot of international shipping and there are many documents required for various countries. Having a tab at the top of the Template Page (IE: Shipping to Mexico and IE: Shipping ...
Guest 5 months ago in Passare API 0 Already exists