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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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Warning when saving a price list Item without an associated sales account

When a user adds/edits a price list item. It would be helpful if they received a warning/reminder upon saving if the associated sales account is missing. They should be able to continue saving without entering one, but a notification would help cu...
Erin Merriott 4 months ago in Case Management / Price List 0 Planned

Increased character count in the check # field on transaction

Saul Funeral Home is running into the issue where they do not have enough space in the check # field to put all of the information that they are needing. They have requested that this character count increase or not be limited like it currently is...
Chloe Jonas 8 months ago in Case Management / Payments & Adjustments 0 Planned

Adding filtering ability to e-signature widget

Ralph Schugar funeral home has requested the ability to see both completed and incomplete e-signature documents on the e-signature widget. Adding the ability to filter the different statuses and also not lose the completed forms from the widget al...
Chloe Jonas 4 months ago in Case Management / Documents 0 Future consideration

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

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 almost 5 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

Next 7 Days - Daily Schedule of Services

I've been working with a client on their daily schedule of services report. They're needing it to run daily and to show services for the next 7 days. We can do next week, but that's only for the calendar week; it won't update every day. We have th...
Tarrence Price 4 months ago in Case Management / System Report 0 Planned

QR code tracking for pets

You have the QR code system for humans. Why not have it for pets. It is nice to be able to see the human cases we are serving through the cremation process. Logging in the retort, processor, urn ready to go to location and urn received at location...
Guest over 1 year ago in Case Management / Security 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