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...
This is partially a staff training issue, but it would be nice if when entering a new At Need case, should that first & last name match a PreNeed case, a warning would come up. It would need to be easy to override, but we've had a few times wh...
Users would like improvements to the Global Search tool: Prioritize search results by recently clicked, rather than number of clicks funeral homes typically juggle a handful of cases at a time and are quickly closing these contracts out, then movi...
Move total amount under the item totals on reports when grouped
Currently when you group user reports with financials, you get a table with the sum and the amount is not in the same column as the item amounts. This makes it difficult when users have to take the excel file and do their own calculations and it i...
Linda at McLane would like us to add batch adjustments to either the batch payments feature or a new feature. She would like to be able to add multiple adjustments at one time for multiple cases from one screen.
Currenlty, address information is required for the payer when entering a batch payment. The address information is NOT required on the normal payments screen within a case. This requirement is only on ACH and Credit card. McLane Funeral Home would...
Ops would like Care Center hidden by default and turn it on by request, like our other features. This feature is not used by all customers and can cause confusion during trainings and for new customers learning the system.
Add ability for Purchaser(s) to view itemized breakdown of charges
It would be nice if Family/Friends who are designated as Primary Purchaser or Purchaser to be able to view a itemized breakdown of charges and applied payments from within the Planning Center.
The message box at the last step in eSignatures is super short and, unlike most other text boxes online, you cannot resize it. Please either allow resizing it, or an even better idea would be like this box I'm typing in now. As I add text and hit ...
When setting up dashboard, could there be a service location column, so when Funeral Home is setting up whiteboard they are able to see where the service will be at a glance.
We would like to have an additional role in Family & Friends. Called it: Receiving Cremains This is often someone other then the NOK1 who signed the authorization yet they approved and designated someone else to receive or pick them up for them.