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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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Funeral Options - Add Event Fields Blank

On the funeral options page, the fields under add event now have info prefilled. I've spoken with a few funeral homes who have expressed that this causes confusion. Can we perhaps have the event name, date, and time fields default to "select" inst...
Tarrence Price about 2 months ago in Case Management / Appointments 0 Gathering interest

Create Setting to Allow Rolodex to Feed Down to Child Orgs

Many larger organizations have a parent/child org hierarchy due to staffing access, etc. and frequently need the option to share Rolodex entries from the parent level. Here are a couple of examples where this causes issues with the way it works to...
Kaylan Johnson about 2 months ago in Case Management / Rolodex 1 Gathering interest

Adding Funeral Homes To Global Forms

When adding funeral homes to global forms, the system will take you back to the top of the list. This can slow the process down quite significantly, especially when it comes to orgs such as Vertin & Legacy, who have multiple locations. If we w...
Tarrence Price about 1 month ago in Case Management / Documents 0 Gathering interest

Allow Standard Form Selection Per Organization In Global Forms

A major limitation with Global Forms is if one organization wants a form to be added to/removed from Standard Forms. In order to make this change, we have to remove them from the Global Form and move this document to their Local Templates instead....
Kaylan Johnson about 1 month ago in Passare API 0 Gathering interest

Care Center Tracking Checkbox

When you are in the process of converting a case to an at-need, most fields under case information light up as soon as you check the box before you hit save. Can this happen for the care center tracking box as well? Currently, you have to save and...
Tarrence Price 20 days ago in Case Management / Care Center 0 Gathering interest

To backdate on the financials page, to an older date backdate the balance start to prior than not

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Guest 24 days ago in Case Management / Batch Deposits 0 Gathering interest

Default F&F Role for Survey Reports

Interest has been expressed that it would be nice to have the role defaulted when the funeral home is using Johnson Consulting Survey so that they wouldn't miss getting a survey sent should they forget to select the role.
Guest 26 days ago in Case Management / Family & Friends 0 Gathering interest

Planning Center Receipt Verbiage Cash Sale Case Friendly

A funeral home reached out wondering if the planning center receipt could say "thank you for your payment", instead of saying "thank you for paying for payer's name services" because it was confusing their families that were paying on cash sales.
Guest 26 days ago in Planning Center 0 Gathering interest

Permissions to Mark/Unmark Important Notes

There was mention to support that funeral homes would find it helpful to be able to mark other staff member's notes as "unimportant" so that their notes section wouldn't be flooded with notes that had been completed.
Guest about 1 month ago in Case Management / Notifications 0 Gathering interest

If PC Editor is listed as Informant, make home address requred

Our experience with people filling out the PC has been that they rarely provide their home address...who knows why. This almost always requires that we follow up with the family to get it. My suggestion to remedy this is, if the PC Editor is ident...
Guest about 1 month ago in Planning Center 0 Gathering interest