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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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Shortcut to login on our website

I had a family ask if there was a way to create a shortcut to the login page for the planning center on our website
Guest 4 months ago in Planning Center 1 Already exists

Having the bottom of the Planning Center Invite email customizable with Branch info

The bottom of the planning center invite currently only shows the main organization's name and address. Funeral homes may find it helpful to have the branch information populate there rather than the main locations information.
Marshall Brooks 9 months ago in Planning Center 0 Already exists

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 almost 3 years ago in Case Management / Data Entry 0 Already exists

eSignature Email

Clevland Funeral Home noted that when sending off documents for eSignature, the email that gets sent off to the family will have the logo and name of the organization. Could there be a way for this rather than to have the organization name, but ra...
Guest about 1 year ago in Planning Center 2 Already exists

Option to send Planning Center correspondence to one email.

Most funeral homes have an info@ email address, and it has become apparent that a great many of them would like the option to send all planning center messages to the info@ address. Having this option would allow the funeral directors to still rec...
Marshall Brooks about 1 year ago in Planning Center 0 Already exists

Add a time found option for certification purposes.

Cutler Funeral Home requested an option for Time Found if Time of Death is uncertain. They will use time found for certain situations.
Ryan Patterson 8 months ago in Case Management / Data Entry 0 Already exists

Additional Injection/Drainage Method

On the Embalming page in the Care Center on the Injection Method, Piasecki Funeral Home noted that there in addition to Continuous and Alternate there is an Intermittent method as well. And on the Drainage Method there is additionally an Alternate...
Guest over 1 year ago in Case Management / Care Center 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 over 4 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 over 2 years 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 almost 3 years ago in Case Management / Documents 1 Already exists