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...

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Showing 27

4 VOTE

Check for duplicate decedent names.

Guest 8 months ago in Case Management / Data Entry 0 Already exists

2 VOTE

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 6 months ago in Case Management / Profile 0 Already exists

2 VOTE

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 8 months ago in Case Management / Documents 1 Already exists

2 VOTE

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 9 months ago in Case Management / Family & Friends 0 Already exists

1 VOTE

last name

Would like it if the cases are sorted by last name instead of first. Thank you.

Guest 7 months ago in Case Management / Data Entry 0 Already exists

1 VOTE

Notify FD when Obituary is complete in PC

Almost every family that composes their obituary on the PC ends up calling to ask why the obituary they completed "yesterday" is not on our website. Well, that's because I didn't know they were finished with it. I often ask the families to let me ...

Guest 7 months ago in Planning Center 0 Already exists

4 VOTE

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 2 years ago in Case Management / Roles & Permissions 1 Already exists

1 VOTE

Check Requests - Amount Override

Since in some instances, a Cash Advance item can be sold for more than what the payment to the 3rd party needs to be, please make it possible for the FD to override the amount. This could be defined in the item's details, rather than making it glo...

Guest 7 months ago in Case Management / Accounting 1 Already exists

1 VOTE

Custom Fields: Add type to include Family and Friends

It coud be helpful if the Planning Center asked some additional questions of the family members... Maybe another tab on the Info page Viewing preferences Public Family only No viewing Would you like embalming for viewing purposes? Disclaimer: Emba...

Guest 10 months ago in Planning Center 1 Already exists

2 VOTE

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 almost 3 years ago in Planning Center 2 Already exists

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