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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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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

E-mail Receipts from Payment

It would be great if when a payment is processed through passare, there was an option to automatically generate an e-mail to a family member or payor to send a receipt.
Trae Cody over 1 year ago in Case Management / Accounting 0 Planned

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 almost 2 years ago in Case Management / Check Writing 0 Future consideration

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

Add Funeral Home Phone to Text Template options

We need to be able to have the branch phone number in the text message template for Planning Center invitations. @branch_phone_number exists in the email template but not for texts. French needs this because they have many locations.
Julie Hofmann 8 months ago in Planning Center 0 Planned

Allow Serial Numbers to Be Re-Used When Deleted Due to Error Entry

When entering serial numbers on the Inventory Management page, if a serial number is assigned to the wrong Item Name (whether by user error or based on info from previous system), the only option is to delete that serial number and re-add it under...
Kaylan Johnson over 4 years ago in Passare API 2 Not being considered

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

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

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 almost 2 years ago in Case Management / Family & Friends 0 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