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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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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 8 months ago in Planning Center 1 Planned

Use Merchandise Section as a Virtual Casket Show Room

We have been brainstorming how to show caskets during in-person arrangements. Right now we use binders with printed pictures, which is ok. We have a computer in the arrangement room that uses a large tv as a monitor and we want to be able to show ...
Mara James 11 months ago in Planning Center 0 Future consideration

Needed "ordered" info as column options in user reports

We are needing the "ordered" fields from the Merchandise page in the Care Center to be column options in User Reports. This would include: Type Name Ordered Date Ordered Time Order Taken by Delivery Location Delivery Date
Erin Merriott 3 months ago in Case Management / User Report 0 Planned

Custom fields needed in all "Rows show results For" options of user reports

We are needing any custom fields to be available as columns in user reports for all the "Rows show results for" options. This would be for all options under #2 but one example would be that today when building a user report, if you chose Family &a...
Erin Merriott 3 months ago in Case Management / User Report 0 Planned

Warning when saving a price list Item without an associated sales account

When a user adds/edits a price list item. It would be helpful if they received a warning/reminder upon saving if the associated sales account is missing. They should be able to continue saving without entering one, but a notification would help cu...
Erin Merriott 3 months ago in Case Management / Price List 0 Planned

Add Field for Time of Birth for Infant Age Accuracy

In the First Call and Vital Statics pages, there doesn't appear to be a place to write the Decedent's Time of Birth. While that's not a very standard piece of information, it would be beneficial to provide a conditional field to select the time of...
Guest over 1 year ago in Case Management / Data Entry 0 Planned

Additional Check Template Tags Requested

Additional option for check date as mm/dd/yyyy (current templates output mm/dd/yy) Additional option for written check amount to have each word capitalized and to populate Five "Dollar(s)" & 00/100 (current template outputs "five & 00/100"...
Erin Merriott almost 4 years ago in Case Management / Check Writing 0 Planned

Adding filtering ability to e-signature widget

Ralph Schugar funeral home has requested the ability to see both completed and incomplete e-signature documents on the e-signature widget. Adding the ability to filter the different statuses and also not lose the completed forms from the widget al...
Chloe Jonas 3 months ago in Case Management / Documents 0 Future consideration

Expand text field for Church Affiliation and Disposition Details

We would like the ability to add more text to Church Affiliation (Funeral Options) and Disposition Details (Disposition).
Jill Materia 6 months ago in Case Management 0 Future consideration

Event Options - new fields

We would like to add the following fields: Funeral Home Involvement (Yes or No) Family Involvement (Yes or No) Would be helpful if this information appeared on our daily schedule too! Thanks!
Jill Materia 6 months ago in Case Management 0 Future consideration