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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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The ability to remove cases with a zero balance when filtering missing signing

When filtering cases on the case listing page there is not a way to currently remove cases with out a contract from the 'missing singing' option. Even when combining 'missing signing' and 'outstanding balance - no' this does not remove the cases t...
Chloe Jonas over 1 year ago in Case Management / Search 0 Planned

Remove Converted Imminent Needs from the Imminent Need Filter

When converting a case from Imminent to AtNeed the case still remains in a tab with the Filter Imminent Need Cases. It would be helpful for them to not show in that filter once converted so that we can properly track our active imminent need cases...
Guest almost 5 years ago in Case Management / Reports & Dashboards 1 Planned

Ability to add a person in the Pick up Cremated Remains box

O'Connor would like to be able to add a new person as the Acquaintance in the Pick up Cremated Remains box if the are not already on the family and friends page. It would be more efficient if they could add it here instead of going back to F&F...
Guest almost 4 years ago in Case Management / Care Center 0 Planned

Ability to Delete Completed eSignatures Forms

There are cases in which there is a guardianship for a decedent, but later on the Next of Kin take over responsibilities, thus making them the one who needs to sign forms. The old ones would need to be deleted as they are no longer accurate. Havin...
Guest 10 months ago in Case Management / Files 0 Not being considered

Case Activity Feed

Managers and Admins often need to see when a case was deleted and by whom. Additionally, there are questions of when a case switched branches, when/who changed a status or a tag was selected/unselected, etc. Having a page or link to something simi...
Kaylan Johnson over 2 years ago in Case Management / Admin 1 Future consideration

son/daughter spouse included in AI Obit along with place they live. Ex Jimmy (Beth) Rose, Miami, Florida

No description provided
Joe Egner 10 months ago in Case Management / Obituary 0 Future consideration

Ability to mark spouse as deceased from Vital Statistics page

It would be helpful to be able to mark the decedent's spouse as deceased from the Vital Statistics page, like you can do with parents., so that it can carry through to the Friends and Family page.
John Souter about 5 years ago in Case Management 0 Planned

Add ME/Coroner County field to the Vital Stats Page

Krause funeral home would like a field added to the Vital Stats page where when the ME/Coroner checkbox is selected, a field pops up for the County. The ME/Coroner County is not always the same as the place of death so they need this for reference...
Julie Hofmann over 3 years ago in Case Management / Data Entry 0 Planned

Trade Case

It would be nice to be able to have a trade funeral home esign any forms as well as families we are serving. Trade funeral home could sign contracts for work agreement. We could also invite them to planning center to fill out vital information tha...
Guest over 2 years ago in Case Management / Integrations 0 Planned

Ability to Restore Deleted Checklists from Case

Idea: I have had a few instances where a checklist has been accidently deleted from a case, it would be nice if there was a way to add that deleted checklist back to the case. For example, on one of my cases I accidentally deleted the checklist ...
Guest about 5 years ago in Case Management / Checklist 2 Not being considered