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Add ability for Purchaser(s) to view itemized breakdown of charges

It would be nice if Family/Friends who are designated as Primary Purchaser or Purchaser to be able to view a itemized breakdown of charges and applied payments from within the Planning Center.
Guest about 1 month ago in Planning Center 0 Planned

The ability for directors to communicate through a online messaging process to leave notes to each other beyond the case notes.

This would allow us to keep up to date with each other on cases without adding it to the actual case notes section. I also believe this would be a great addition to the mobile app.
Guest 2 months ago in Case Management / Integrations 0 Planned

Canada firm rolodex entries don't default to Canadian fields (province/postal code)

When creating a new rolodex entry through a case in a Canadian firm, Canada is the default country but it shows county, state, zip fields. If you switch it off Canada to a different country and back to Canada, it show correct fields (province &...
Madison Hicks 4 months ago in Case Management / Rolodex 0 Planned

Custom Fields: Add type to include Family and Friends

On many of the edit dialog screens (e.g., Family member edit), for the lower fields, like Phone and Email, the dialog box does not auto-adjust for the phone's on-screen keyboard. Therefore, the cursor is hidden under the keyboard and you can't see...
Guest 4 months ago in Mobile 0 Planned

Sending Planning Center invite in Mobile Beta is impossible unless BOTH email and phone are entered

In the web app, if you want to invite a family member to the PC, you can do so with either a mobile number or an email. You do not have to have both. In the mobile app, however, both are required. Please fix this so that the PC invite can be sent ...
Guest 5 months ago in Mobile 0 Planned

Case ID not accurate in app UI

On the new mobile app beta when you open a case to view the details, in the "Properties" block, the Case ID is not the actual Case ID, but rather some string of numbers. The correct Case ID DOES appear at the top with the name and also in the main...
Guest 5 months ago in Mobile 0 Planned

Alphabetize trade business in the mobile app

When selecting a trade business from the rolodex in the app, they are not in alphabetical order
Madison Hicks 5 months ago in Mobile 0 Planned

Ability to search family names, billing and case info by mobile app

Having family info as well as billing available on the mobile app would be helpful.
Guest 6 months ago in Mobile 0 Planned

Copy Single or Multiple Family & Friends

A customer requested the ability to copy Family & Friends (single or multiple) from an existing case to another. This would be for all case types.
Erin Merriott 6 months ago in Case Management / Family & Friends 0 Planned

Merchandise reports

There are some reports that I would find really useful that don't exist--or at least I don't think they exist. Basically, I want to know what our most popular caskets have been over the last 2 years. But all I can get is a list of ALL of the merch...
Holly Stammis 6 months ago in Case Management / User Report 0 Planned