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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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Multiple Payment Receipts

Customers need the ability to use more than one payment receipt. Currently when a cash sale receipt is selected within a Cash Sale case, it will populate show the expense is for that particular case rather than the case reference. When the receipt...
Tarrence Price over 4 years ago in Case Management / Payments & Adjustments 1 Future consideration

Prevent check from reducing bank balance until "check cleared" box is checked

Clark Funeral Home would like to have an option to say if a check has cleared the bank or not. This could be a check box or check status. Ideally the bank balance would not be reduced until this box is checked or status selected. This would allow ...
Guest over 1 year ago in Case Management / Check Writing 0 Future consideration

Collect eSignatures at Funeral Home

As more funeral homes are utilizing the Planning center both remotely and during arrangements, it has come up that it would be very helpful for families to be able to sign documents while at the funeral home instead of the FD sending the signature...
Anna Andrews over 1 year ago in Planning Center 0 Planned

Digital selection room and consumer friendly displays

It would be great if there were a digital selection room and consumer friendly displays for inputting information during arrangements.
Product Team over 4 years ago in Planning Center 0 Planned

Add the option to put Date of Burying Remains at Cemetery when a Cremation Date is added

When cremation date is added, we should also have another spot for the date of burying remains at the cemetery as well
Product Team over 4 years ago in Case Management / Care Center 0 Planned

Filter Task widget cases by case tag

I would like to be able to filter the task widget for cases with or without a specific tag. For example showing cases with the "pending dc" tag and when the tag is removed from the case, those tasks no longer show ion the widget
Madison Hicks 6 months ago in Case Management / Reports & Dashboards 0 Planned

Filter Tasks widget by case status

I want to be able to filter the tasks on my dashboard to show only tasks on cases with a specific status. For example, if my case status is "open" those tasks will be on my widget. once I change my case to "closed" status, those tasks will no long...
Madison Hicks 6 months ago in Case Management / Reports & Dashboards 0 Planned

Add the AI Obituary tool to the Planning Center

Making the AI Obituary writer available for families to use in the Planning Center would be a very valuable tool.
JOEL WALTERS 6 months ago in Planning Center 0 Planned

Family & Friends Radio Button For Deceased

Would be helpful to move radio button for living/deceased up next to name of family friends when entering data instead of having to drop down to additional information everytime.
Clayton White over 1 year ago in Case Management / Family & Friends 0 Planned

Mobile Crematory App

Add the ability to put state entries and all crematory operations into the mobile app.
Dan OBrien over 1 year ago in Mobile 0 Future consideration