Pinned ideas

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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2 VOTE

Disposition page: Add place to download photo of monument/marker similar to obituary page.

No description provided

Joseph Schuller almost 2 years ago in Case Management / Case 1 Future consideration

3 VOTE

Option to list when fingerprints aren't able to be obtained

Currently, there is an option to select yes or no on "fingerprints obtained". Often times, we are unable to obtain them due to various circumstances. I'd like to see an option there, maybe with a note section, that could be "unable to obtain" or "...

Guest about 3 years ago in Case Management / Case 0 Future consideration

1 VOTE

Death certificate tracking

it would be nice if there was an easier way of tracking status of a death certificate. I understand you could use checklist, but if there was a dashboard where you can see all your current cases and a specific dash board status. For example, in yo...

Matt Murphy about 1 year ago in Case Management / Checklist 0 Future consideration

1 VOTE

Checking for Informant Duplicates

Having the option to check for informant duplicates to ensure that the informant is not getting sent info twice from billing, etc.

Guest about 1 year ago in Case Management / Case 1 Future consideration

1 VOTE

Removal From State disposition option

Please create a "removal from state" disposition option.

Guest about 1 year ago in Case Management / Data Entry 0 Future consideration

2 VOTE

Notifications should be filtered

Hi. I love the Planning Center notifications. However, they are too frequent. It would seem that every time a family types something (even in the same field), it sends an alert. This is my assumption, because when going through the thread of notif...

Guest about 2 years ago in Planning Center 0 Future consideration

1 VOTE

ESignature Files

PLEASE add the Esignature Files to the case file listing on the lower right side. Having to go in and look to see if there are any Esignature files is a PAIN.

Guest about 1 year ago in Case Management / Files 0 Future consideration

1 VOTE

Adding Disp. of Cremated Remains (Mailing of Cremated Remains)

On the Arrangement Page under Disposition, having an option to have a Disp. of Cremated Remains, one of the drop downs be Mailing of Cremated Remains.

Guest about 1 year ago in Case Management / Case 1 Future consideration

1 VOTE

"Other" Rolodex Entries added as a payer

Having the option to have a Rolodex entry that is listed as "Other" on the "Other-Organization" be able to have the option to be added as payer on the payments and adjustments. Especially when that organization is used frequently.

Guest about 1 year ago in Case Management / Rolodex 0 Future consideration

2 VOTE

On obituary, have where we can email obituary to newspapers directly from the obituary we write.

No description provided

Guest over 2 years ago in Planning Center 1 Future consideration

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