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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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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

create optional questions on preferences page in planning center that match service detail questions in Passare

Funeral homes would like to have questions for the family to answer that map directly to the service details section on the Funeral Options page (i.e music, flowers, printed materials, etc.) ideally these questions would be able to be checked on/o...
Madison Hicks 7 months ago in Planning Center 0 Future consideration

Creating a mapping for designated signer

We have customers who are using forms that do not always require one specific role to sign or have information populate (Informant is not always Primary Purchaser) and would like the versatility of 2.0 to pull the information based off of signer, ...
Guest 7 months ago in Passare API 0 Not being considered

Default select the Payer in the email receipt field

typically, the receipt will need to be emailed to the payer on the transaction. When the Payer is selected, ideally, it would default to putting their name in the "email receipt" field to avoid having to choose the payer and then search again for ...
Madison Hicks 7 months ago in Case Management / Payments & Adjustments 0 Planned

Convert a preneed case to an imminent-need case

We we get notified of an impending death and there is already a preneed on file, we want to be able to convert that preneed case into an imminent-need case.
Guest about 5 years ago in Case Management / Case 3 Future consideration

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

Create a Draft or Quote of a Contract

Families often want to see multiple variations of the contract. Would be great to be able to create multiples drafts or quotes within the same case.
JOEL WALTERS about 5 years ago in Case Management / Case / Goods & Services 0 Future consideration

Expand Details for Open Casket & Body Present Options

Within the Funeral Options section we would like to have the Open Casket and Body Present areas expanded to include text, not just yes or no. We have many instances were the casket is open for a private family visitations and then closed during th...
Guest over 1 year ago in Case Management / Data Entry 0 Future consideration

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