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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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Red Flag a case

On occasion, we have really touchy cases. Ones where an estranged (and sometimes deranged) family member is trying to get information they shouldn't have and could cause problems. Or ones where there's an ongoing murder investigation and reporters...
Holly Stammis about 2 years ago in Case Management / Files 1 Planned

Add drop down in service entry area on funeral options that states This Event is Not Staffed

This drop down would be very helpful for assistants and people answering the phone to know it is not staffed, it should also show on the page after you save so they do not have to go into the service as if to make changes. In Funeral Options
Guest 11 months ago in Case Management / Appointments 0 Planned

Show Balance Due on top toolbar

Mike at Lee Funeral Home would like us to have the Balance Due on the case at the top of the toolbar preferable near the decedents name, DOB, DOD, case number etc. This way they do not always have to navigate to the G&S page or P&A page to...
Julie Hofmann 4 months ago in Case Management / Reports & Dashboards 0 Future consideration

Ability to Preview Case Files

It would be very valuable to be able to Preview Case Files within Passare. Because the system allows files to be uploaded multiple times, it's difficult to decide what to keep and what should be discarded. Rather than opening each file individuall...
Jill Materia almost 2 years ago in Case Management / Files 0 Planned

Ability to Re-size the "Alerts" Column on Case Listing

The Alerts column gives no column header to verify it is as small as the largest word in the title like all other columns and the only thing in the column is a bookmark symbol. It should be able to resize smaller so that it does not take up so muc...
Gayla Satre about 4 years ago in Case Management 0 Planned

Capability to Pin the Column Titles on the Case Listing Page

Angie Gard with Gard Funeral Home asked if we had a way of freezing or pinning the column titles on their case listing page. She mentioned that they are struggling right now with remembering what column is what especially when they begin scrolling...
Chloe Stirling about 3 years ago in Case Management / Admin 0 Planned

Beta app: Ability to access my calendar

I would like the ability to access my calendar from the new app.
Guest about 2 years ago in Mobile 1 Future consideration

A.I. Obituary Writer

Lately I have seen emails and articles regarding Artificial Intelligence Obituary Writing. This would be a fantastic feature to include in the Planning Center for families and funeral home staff to use.
JOEL WALTERS over 1 year ago in Planning Center 2 Planned

Update Automatically Based on Year for Auto-Incrementing Numerical Sequence

User Story At the beginning of the year, most organizations using the Auto-incrementing Numerical Sequence as a "case count" are choosing to 'restart' their sequence. Most of them also expect this to happen automatically since we have Case Creatio...
Kaylan Johnson almost 4 years ago in Case Management / Case Identifier 1 Planned

Ability to Default a Funeral Director

It would be really beneficial to have the ability to set a default Funeral Director especially when there is only one Funeral Director in the Funeral Home. This way the funeral director doesnt have to assign themselves to every single case.
Guest over 3 years ago in Case Management / Data Entry 1 Planned