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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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Support Chat

Instead of searching for help or emailing support when there is an issue, chat bot or live person to chat with would be very helpful. This was used with another platform and was convenient.
Guest about 11 hours ago in Case Management / Case 0 New

calculate the persons age automatically

one less thing to do
Guest 1 day ago in Case Management / Data Entry 0 New

Phone Number

Showing the family members phone number next to the email address in family and friends would be helpful.
Guest 3 days ago in Case Management / Family & Friends 0 New

Add Ability for Users to Bookmark Forms to Display Separately from Standard Forms

We've had a lot of customers ask about changing the Order/Selection of Standard Forms, and while there are certainly workarounds that we've been able to use, some FH Standard Forms are mandated by Organizations like Vertin/Legacy etc. Specifically...
Guest 7 days ago in Case Management / Case 0 New

Updates to QuickBooks Export Outputs for 'Refunds' Transactions

User Story As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes wi...
Daniell Jara almost 4 years ago in Case Management / Accounting / Export/Import / System Report 0 New

Ability to add different merchandise etc. to the Inventory Management Secetion

It would be great to see "Our Cost" & "Customer Cost". Whether the Merchandise is on display (with the #) and how many in storage and the total number. Also the ability to add other merchandise on "our end" to add to the list .
Guest over 3 years ago in Case Management / Inventory 1 New

Schedule Price List Disclosure Dates

Please create a functionality to allow scheduling of effective dates for price lists, so that form disclosures may be updated automatically. Since we are now able to schedule in the prices themselves, adding in the effective dates would make it so...
Guest over 1 year ago in Case Management / Price List 0 New

Ability to change an At Need

It would be great to be able to change and at need case to a trade case when it has been brought in using ASD sync.
Guest about 4 years ago in Case Management / Case Identifier 1 New

When disposition type is cremation the planning center invitation shouldn't say: "help plan _____ funeral"

If the disposition type is cremation it should say help plan cremation, not funeral.
Guest over 3 years ago in Planning Center 0 New

Check Request Company Override Options

Would be nice if there was an option under Organization Options for Check Writing for a company to permit or not permit a check request prior to Signing. We're using the Signing button to designate if a family has been Invoiced because there is no...
Elizabeth Reed over 3 years ago in Case Management / Accounting 0 New