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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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Showing 538 of 538

Filter Task widget cases by case tag

I would like to be able to filter the task widget for cases with or without a specific tag. For example showing cases with the "pending dc" tag and when the tag is removed from the case, those tasks no longer show ion the widget
Madison Hicks 5 days ago in Case Management / Reports & Dashboards 0 New

Filter Tasks widget by case status

I want to be able to filter the tasks on my dashboard to show only tasks on cases with a specific status. For example, if my case status is "open" those tasks will be on my widget. once I change my case to "closed" status, those tasks will no long...
Madison Hicks 5 days ago in Case Management / Reports & Dashboards 0 New

Add the AI Obituary tool to the Planning Center

Making the AI Obituary writer available for families to use in the Planning Center would be a very valuable tool.
JOEL WALTERS 5 days ago in Planning Center 0 New

middle name on Family & Friends Page being added to the top section

On the Family & Friends page currently you have to click on the additional information to add the middle name of the family member. It would be much more convenient to be able to add the middle name right there when adding the family member fi...
Chloe Jonas 14 days ago in Case Management / Family & Friends 0 Planned

Add the ability to distinguish between family balance due and balance paid by pre-need policy

I am requesting a feature that would allow us to distinguish between goods and services that are covered by a pre-arranged policy and items that the family adds to the contract at the time of death. It would be helpful for Passare to automatically...
Corbin Kill about 2 months ago in Case Management / Goods & Services 0 Gathering interest

Add the ability for the Funeral Home to Lock the Planning Center Payments Page

Add the ability for the Funeral Home to Lock the Planning Center Payments Page. This way, the total that shows is correct. If the director is working on the contract and estimates are not final, they may make changes to the contract after the fami...
Julie Hofmann 7 days ago in Planning Center 0 New

hiding pre-need appointment option when a case becomes at-need

Is it possible in the Appointments tab for the pre-need appointment info to "hide" when a case becomes at-need? Not sure why it's not obvious to the person scheduling where they are entering the info, but they don't notice and it throws off any re...
Susan Espinosa 14 days ago in Case Management / Appointments 0 Gathering interest

A checkbox for "Stillborn" that will gray out or disable date of birth/date of death

While not often, our firm handles cremations and burials for stillborn infants. The category of "stillborn" is available as an option on most forms in our state -- the best workaround currently is to put the date of birth and death as the same dat...
Joe Laedtke about 2 months ago in Case Management / Data Entry 1 Gathering interest

Add to the GPL on the fly

Like with the Rolodex entries, allow users to enter an item into the GPL while creating a Goods and Services contract.
Dennis Helwig 26 days ago in Case Management / Price List 0 Gathering interest

Self-Started Cases by branch rather than org

Our bigger locations that own multiple brands would like to utilize self-started cases currently this is difficult because it is all set up at the org level. I would like to be able to have a different link for each branch and those self-started c...
Madison Hicks 29 days ago in Planning Center 1 Planned