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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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Create an override so that the "Preferred Name" overrides the legal name on contracts, reports, etc

Right now, any document generated uses the name you have put in "John Harry Anderson." But if he always went by Harry Anderson then the contract, front door sign, flower cards, etc, will automatically generate his full name, which wouldn't be p...
Guest about 1 month ago in Case Management 0 Gathering interest

Family Arrangement Entry Form!!

The fastest and easiest way to input family/funeral info with the least amount of errors is to have the family either participate (Planning Center) OR watch a Funeral Director type the info into a computer during arrangments. I suggest a 'Passare ...
Guest 16 days ago in Planning Center 0 Planned

eSignature Drag & Drop to Upload Documents

I think it would be very useful to apply a Drag & Drop function to the Upload Documents button on the eSignature page. Currently, if you've got a file stored somewhere on your computer, using the file explorer to locate and select for upload a...
Guest about 1 month ago in Case Management / Documents 0 Gathering interest

Music Streaming Platform Integration

Many times, funeral directors are creating specific playlists for services, often using outside apps such as 'Spotify,' 'Pandora,' 'Apple Music,' etc. Many general social media apps can already connect to these music streaming platforms to allow f...
Guest 17 days ago in Planning Center 0 Gathering interest

email required field for informant

Be able to require email for an informant.
Guest 17 days ago in Case Management / Family & Friends 1 Gathering interest

Preparation Due Date and Cremation Date fields from Care Center visible on the Funeral Options Page

Jayme with Brussard's has requested that the prep due by and cremation scheduled date fields be listed/visible on the Funeral Options page to make scheduling events easier for the team.
Chloe Jonas about 1 month ago in Case Management / Care Center 0 Gathering interest

Allow funeral homes to change the default payment type

Currently, when adding a payment it defaults to "cash" as the payment type. This is the least used payment type for a lot of funeral homes so they would like the ability to default it to card or check since those are used more often
Madison Hicks 2 months ago in Case Management / Payments & Adjustments 0 Planned

Dashboard: Case Reference on Cash Sale not hyperlinked

If you have a Cash Sale and that cash sale references an actual decedent case and you have the Cash Sale Reference column showing on the Dashboard, the Case being referenced is not hyperlinked on the Dashboard. You must open the case to link to th...
Guest about 1 month ago in Case Management / Case 0 Planned

E-Signatures - Case Files

Hello, I think that it would be useful for funeral directors if once a form was completed and signed for, they had the ability to add it to case files. Perhaps there can be a button to "add to case files" when you click the elipses or check the bo...
Tarrence Price about 1 month ago in Planning Center 0 Planned

Transfer Report Available on Transfer Care Center Screen

It was requested that since Michigan has recently started requiring case reports about the transfer of a decedent as well as the embalming, that a transfer report be available on the Transfer screen under Care Center as there is an option to print...
Jennifer Jenson about 1 month ago in Case Management / Care Center 0 Gathering interest