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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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Case Management

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Sort the Permit Number Column on the Dashboard

Connelly McKinley needs the ability to sort the permit number column on the dashboard by ascending or descending order. They use this to see what the next cremation number needs to be. This sort would be similar to case id or date of death sorting.
Julie Hofmann about 1 month ago in Case Management / Reports & Dashboards 0 Planned

Add "Domestic Partner" as a Relationship

Please add "Domestic Partner" as a relationship when entering a family and friend. This is not the same as Common Law or Common Law Spouse. This idea is already planned, please add Domestic Partner as well.
Guest 8 months ago in Case Management / Family & Friends 0 Planned

Require fields and let Case Summary show what's missing

Allow us to set mandatory fields before it can be signed (Date of birth, SS#, payment details, etc). Then make case summary show any missing mandatory fields in one screen.
Jan Smith 3 months ago in Case Management 0 Planned

Allow more secure authentication methods

I would love to see some improvements to authentication security. Allow some sort of SSO via Oauth/OIDC to the common authentication providers (Microsoft Entra ID, Okta, etc.). This would allow us to enforce MFA, apply conditional access policies,...
John Meyer 3 months ago in Case Management / Security 0 Planned

Add Social Security Field for Spouse if not Informant or Primary Purchaser

Currently only Friends and Family marked as Primary Purchaser, CoPurchaser, or Informant will have the option to enter their social security number. Sometimes, the Spouse is none of those roles but we still need to add their social for certain for...
Julie Hofmann 5 months ago in Case Management / Family & Friends 0 Planned

middle name on Family & Friends Page being added to the top section

On the Family & Friends page currently you have to click on the additional information to add the middle name of the family member. It would be much more convenient to be able to add the middle name right there when adding the family member fi...
Chloe Jonas over 1 year ago in Case Management / Family & Friends 1 Planned

Display Notes from Funeral Options Events on Case Summary/Schedule of Services section, printouts, and Funeral Options event list

Notes made within the Event on the Funeral Options page do not display outside of the widget for the Event. Notes should be displayed on the Funeral Options page list of events, on the printout for that page/section, as well as on the Case Summary...
Kaylan Johnson 7 months ago in Case Management / Appointments 0 Planned

Account codes and dates displayed on the Goods & Services screen

Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals. Date are also very helpful so that we can see, at a very quick gla...
Londa Darwin over 5 years ago in Case Management / Goods & Services 3 Planned

Vitals - Marital Status - If "Widowed" selected and spouse name is entered, make the spouse Deceased

In the new Vitals page, when you select a marital status of anything other than single or never married, the spouse fields appear, which is great. However, to improve this, if the marital status chosen was "Widowed", the spouse entered, should als...
Guest over 1 year ago in Case Management / Family & Friends 0 Planned

Add or edit family email after Planning Center invite is sent via text

Sometimes, families do not provide their email address right away, but still want the planning center invite. Once we meet with them and they provide us their email, it cannot be added to their profile as it is grayed out. Why is this and can this...
Guest 7 months ago in Case Management 0 Planned