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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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Total Balance Due along with Current Invoice Should be Visible in Payment

Not every family understands or wants to use the Planning Center. However, they enjoy the option of making a payment via Credit Card. If we forward the link from the Payment Center to a family via email, the balance due does not appear. Nor does t...
Guest 3 months ago in Case Management / Payments & Adjustments 0 Planned

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

Cash Sale Able to Pull Info from Existing At-Need Case

Funeral Homes requesting that Cash Sales pull already entered information from At-Need cases, instead of having to re-enter info, which is less efficient. They would like the ability to either choose a Family & Friend on the At-Need case and c...
Guest 3 months ago in Case Management / Data Entry 0 Future consideration

E-Signature Procedure Clarification

There have been multiple instances where families have reported that they were unable to access the document for signing. Since users are asked to create their signature/initials before seeing the form, I wonder if this is causing some concern and...
Tarrence Price 5 months ago in Planning Center 0 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

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

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

Notification of Approved Obit

We would like to be notified once the family has approved the Obit in case they don't call or email us to let us know.
Austin Flowers almost 2 years ago in Planning Center 0 Planned