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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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In the family and friends tab - a notes box for each person to add additional info for them specifically

We have numerous repeat families, and it has become more frequent lately that the family members have no idea their parents/siblings personal information. It would be a place where we could put personal information for the informant, co-informant,...
Melissa Bowen 8 months ago in Case Management / Family & Friends 0 Future consideration

QB Export - "Select All" Option

When adding QB exports (Accounting > Accounting Reports > Add Report > QuickBooks), Ops has to check each checkbox ON individually. Our default setup for new QB customers is to check ON all boxes, which is done manually. Ops would like a ...
Jessie Goggans over 3 years ago in Case Management / Accounting 0 Planned

Family & Friends - Beneficiary Role

Beneficiaries don't appear in the order that they are selected on insurance assignments on the payments & adjustments page. Instead they are in order of how they are listed on the F&F page. I'm wondering if it's best to add a role for bene...
Tarrence Price over 4 years ago in Case Management / Family & Friends 0 Planned

Care Center Portions Option

It would be wonderful if there was an option to alert the care center--cremation tab, how many portions of cremated remains a family would want. Similar to the "Lock of Hair Requested" once it has been clicked yes you have the ability to add the q...
Simone Coplin 8 months ago in Case Management / Care Center 0 Future consideration

Vitals: Copy Address

When the new Vitals page was created and merged with the First Call page, the button to copy the decedent's address from existing F&F was not restored. Please put this back.
Guest 8 months ago in Case Management / Data Entry 0 Planned

Show Private or Public with Services on the Dashboard

When I create a dashboard for future services, I cannot see whether a service is private or public without going into the case or going to the calendar. Can we add a column for private or public or the icon indicator to the dashboard?
Julie Hofmann over 4 years ago in Case Management / Reports & Dashboards 2 Planned

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 almost 2 years ago in Planning Center 2 Planned

Tour of Duty Populate from Basic Veteran Info

Any way to have the Tour of Duty auto fill from the Basic Info on the Veteran page? It seems a waste of time to enter the same information multiple times.
John Glueckert over 1 year ago in Case Management / Data Entry 1 Future consideration

Reminders on contract line items

it would be nice to have the ability to set reminders on an line item in the Goods & Services page. If a service is a month away, then we might not want to order the flowers or casket, or whatever the item may be so far in advance. Or if we do...
Susan Espinosa 8 months ago in Case Management / Goods & Services 0 Future consideration

Make the parents' "deceased" button the top question, not last

so often the funeral directors forget to ask this question, or staff leave the default "no" option marked. It might be nice if the default was "yes" that the parents are deceased, because they usually are, and if this question were either in the f...
Holly Stammis about 3 years ago in Case Management / Data Entry 1 Planned