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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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Ability to unselect imminent need once converted to at-need

Johnson-Romito Funeral Home (premium customer) would like to have the ability to unselect the imminent need case type once they convert to at-need in order to differentiate and separate
Chloe Jonas 9 months ago in Case Management / Case 0 Future consideration

Add Grave Location

Sometime you are at a cemetery and a family says "do you know where my dad is". It would be nice to look it up and tell them
Matt Murphy 9 months ago in Mobile 0 Future consideration

Tell where comment/note originated from

We used to be able to see what area the comment came from. If someone puts a comment in the checklist (i.e. death certificate), the comment is in the notes, but we have no idea what that note is pertaining to. We have to go check all the checklist...
Guest 10 months ago in Case Management / Notes 0 Planned

Make Thumbnails to preview items uploaded in case file section

We need to see what the families are uploading at the same time. We currently have to download and save all of the files instead of the convenience of it being in one location.
Guest 10 months ago in Planning Center 1 Planned

Tag Users in Care Center Notes

It would be helpful if funeral directors could tag other users in notes sections in the Care Center. For example, on the Appearance page, in the Hairdressing section the Description of Request box.
Guest 10 months ago in Case Management / Care Center 0 Future consideration

Please add Money Order as a Payment Option

We have families who pay with a Money Order. We would like an option to designate as such. Thanks!
Jill Materia about 1 year ago in Case Management / Payments & Adjustments 0 Future consideration

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 5 months ago in Planning Center 0 Planned

Add spacing and font options for Organization Message

I regularly send out Organization Messages to staff through Passare. The only problem is that alll text is squished together. There is no ability to space out sentences or paragraphs or bullet points. Additionally, there is no option for bold, ita...
Guest about 2 years ago in Case Management / Organization Info 1 Future consideration

Decedent tracking to push to forms

We have a handful of state forms that require information such as “time and date decedent arrives at crematory” as well as “cremation start time” and “cremation end time.” I am aware of the places to manually input this information but it would be...
Trae Cody about 1 year ago in Mobile 0 Future consideration

Ability to pin important Notes

As a user, it would be great to have the ability to pin important notes about a case somewhere on the page where it is easy to see. Users could also unpin the note once they don't need it anymore. This would help us highlight important information...
Product Team over 4 years ago in Case Management / Notes 1 Planned