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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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Add Funeral Home Phone to Text Template options

We need to be able to have the branch phone number in the text message template for Planning Center invitations. @branch_phone_number exists in the email template but not for texts. French needs this because they have many locations.
Julie Hofmann 4 months ago in Planning Center 0 Planned

Forms Mappings Search

Can we create the mappings dropdown to be searchable by keyword? Right now you have to search the exact mapping, which is difficult since there are so many versions of similar mappings. For example, to find a mapping pulling last 2 digits of the y...
Jessie Goggans over 3 years ago in Case Management / Documents 0 Planned

Add weight and height to all case types, entry in First Call

When creating a first call, a weight is essential to know the personnel and resources needed for the pickup, regardless if it is a cremation or not. Height would also be helpful as it is a good identifier of the decedent.
Dan OBrien over 1 year ago in Case Management / Data Entry 0 Planned

Ability to automatically send out invoices to the families on a specific schedule. For instance, 5 day out from the funeral service they family would recieve an invoice via email, or added in the planning center.

For instance, 5 days, 30 days, and 45 days out from the funeral service the family would receive an invoice via email or added in the planning center.
Guest 8 months ago in Case Management / Goods & Services 0 Planned

Alert When Another User is Working in the Same Case

When two users are working on the same case and one user saves, there is a red toast message telling you someone else has edited the page and their changes have been saved. However, then the second user's changes are rejected. Could we have an ale...
Kaylan Johnson over 4 years ago in Case Management 1 Planned

Ability to customize which fields are required

As a user, it would be nice to have the ability to customize which fields were required. For example, for pre-need cases, being able to make address and contact information required for family members.
Product Team over 4 years ago in Case Management 0 Planned

Adding File Folders to Files/Photos section

It would be very helpful if we were able to create file folders for the clients to be able to upload pictures or files using the planning center, but would allow us to sort those files on our side. Example: File 1 - Insurance Documentation, File 2...
Guest about 2 years ago in Planning Center 0 Future consideration

Refund Option Should Include More Than Just Checks

Under payments & adjustments when adding the transaction of a refund there should be fields available for data if it is a credit card refund or a cash refund. Currently there is only a field to indicate the check #. We are noting otherwise in ...
Guest about 1 year ago in Case Management / Payments & Adjustments 0 Not being considered

When information is entered on one tab, it updates on all other applicable pages

User Story As a user, I would like for information entered on one tab to populate on all other applicable pages. For example, if you are in a case and navigate to the Arrangement Tab and under disposition: we enter Date of Disposition; Disposition...
Guest over 4 years ago in Case Management / Data Entry 1 Planned

Unknown Time of Death

Currently there is not a way to indicate if the time of death is unknown. It would be really helpful to be able to indicate this!
Anna Andrews over 1 year ago in Case Management / Case 1 Future consideration