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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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Email receipt for payments

Please add the ability to quickly send an email receipt to the payor (assuming an email address is provided) for any payment methods.
Guest about 2 years ago in Case Management / Payments & Adjustments 0 Planned

Claimcheck-checkmark uploaded documents in payment screen

It would be helpful if we could see a checkmark logo or maybe change the font color of claimcheck documents that have been submitted v ones that are still needed. The quick reference tool would be helpful under the "required documents" information...
Guest about 2 years ago in Case Management / Payments & Adjustments 0 Planned

Additional Columns Needed in User Reports - Contract Items

We need the ability to pull more columns of information in the Contract Items (and probably Contract) user reports for all case types. Trade Business Info Pet Business Info Decedent Full Name Location of Death Contract Totals (customer wants line ...
Erin Merriott about 2 years ago in Case Management / User Report 0 Planned

Family and Friends come over when link a cash sale to an At Need

Currently, when a FH does a cash sale and links it to an at need, they have to reenter the purchaser name and information. I think it would really help my FHs to be able to select the family and friends from a drop down from the case it is linked to.
Anna Andrews about 2 years ago in Case Management / Family & Friends 0 Planned

Custom Fields: Add type to include Family and Friends

When setting up Custom Fields, as for the Field Type. It would be good if one of the options was to be able to choose from the Family and Friends table.
Guest about 2 years ago in Case Management / Data Entry 0 Planned

Alternate sign-in options for families

Many 3rd party websites that I sign into allow me to sign in with my google/Facebook/outlook accounts. I could see that for many people, creating a new account for a short term use such as planning center could be a hang up. Is it possible to allo...
Holly Stammis over 2 years ago in Planning Center 0 Planned

Add "Save as New" Option for Shared Dashboards/Whiteboards

Many times, a User or Super Admin will create a Dashboard to be Shared with a Funeral Home and used as Whiteboards. Sharing is helpful but if changes are needed, only the owner can implement those. Allowing Users to "Save as New," similar to how i...
Kaylan Johnson over 2 years ago in Passare API 0 Planned

There should be a shortcut button to the calendar from the daily agenda that shows on the Dashboard page so people can go straight into the calendar from that screen.

I have thought this myself and a funeral home brought it up yesterday because they liked the shortcut to templates and case files that appears on each page in the case.
Anna Andrews over 2 years ago in Case Management / Calendar 0 Planned

Cemetery phone number on disposition page

We get the address but not the phone number on that landing page.
Holly Stammis over 2 years ago in Case Management / Data Entry 0 Planned

Additional User Report Fields - Disposition

Customer requested user report fields to pull disposition related information such as cemetery and crematory name, addresses, and state information.
Erin Merriott over 2 years ago in Case Management / User Report 0 Planned