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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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Planning Center Merchandise needed for Preneed Clients

Families love the Planning Center to quickly update information and view merchandise for selections. Currently, Merchandise tab is only available for at-need and imminent need cases. Preneed families especially are on the move and the merchandise ...
Becky Schrader about 1 year ago in Planning Center 1 Future consideration

Allow Planning Center (Messaging) to be availble for Pre-need Cases.

The Planning Center "Messages" section allow for families to keep all correspondence centrally-located (in the Planning Center), avoid separate, external emails for correspondence. Presently, Messages are not able to be exchanged in a Pre-need cas...
Erik Huehns 2 months ago in Planning Center 0 Planned

Schedule Pricing & Cost Visible other than within the item's details

You can schedule future pricing and cost but you can not see it anywhere else other than in the item details page. I had a funeral director bring this up and he would like to see if on the CSV we could include a column for this. Because there is n...
Adrain Valerio 2 months ago in Case Management / Price List 0 Planned

Transfer Report Available on Transfer Care Center Screen

It was requested that since Michigan has recently started requiring case reports about the transfer of a decedent as well as the embalming, that a transfer report be available on the Transfer screen under Care Center as there is an option to print...
Jennifer Jenson 4 months ago in Case Management / Care Center 0 Future consideration

Beta app: Ability to access checklists

I would like the ability to access checklists from the new app.
Guest over 2 years ago in Mobile 0 Planned

Adding Newspaper as an option for "business" in the Rolodex

With the addition of the e-mail option on the obituary page, funeral homes who have added newspapers to their rolodex as "other" do not have the ability to see them in the dropdown on the obit page.
Chloe Jonas 4 months ago in Case Management / Obituary 0 Planned

Ability to Add More Than 1 Email Address

Please add the ability to add a secondary email address for Family/Friends. We often have loved ones provide us with their home and work email addresses and are asked to send correspondences to both. Right now we have no way to log them other than...
Guest over 1 year ago in Case Management / Family & Friends 0 Future consideration

E-Signature - Required Fields

Sometimes it can be easy to overlook signature and initial fields during the signing process. The blue button in right hand corner will tell you that there is missing information when you hover over it, but it doesn't tell you exactly what. I thin...
Tarrence Price 9 months ago in Planning Center 2 Planned

eSignature Email

Clevland Funeral Home noted that when sending off documents for eSignature, the email that gets sent off to the family will have the logo and name of the organization. Could there be a way for this rather than to have the organization name, but ra...
Guest 5 months ago in Planning Center 2 Already exists

Cemetery Address on Disposition Page

In the event of adding multiple disposition details, it could be helpful to have both disposition locations listed (Addresses). Recently had a case where there was a cremation and both a burial of cremated remains and the address of the cemetery w...
Guest almost 2 years ago in Case Management / Case 1 Future consideration