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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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Varies by CST Transactions not Ideal for Cash Sale Cases

User Story There are transactions that can vary the debit and credit accounts, depending on the Client Service Type selected for a case. This however is not possible with Cash Sale cases, since they do not have a Client Service Type selector. Righ...
Daniell Jara over 4 years ago in Case Management / Accounting 2 Planned

Beta app: Ability to input dates using the number pad

I would like the ability to input dates using the number pad instead of the scrolling numbers.
Guest about 2 years ago in Mobile 0 Future consideration

Case creation/Sync

Since there is a Messenger export for Make It Personal, wondering if there is a possibility to have a sync of name, dob, dod to their FloralXpress flower management app. This would be helpful for families who do not have printed materials, but hav...
Susan Espinosa 9 months ago in Case Management / Case 0 Future consideration

Ability to add a date field in e-signature 2.0 separate from the signature field

Legacy has asked for the ability to add a date field to their e-signature documents that is seperate from the signature field. Currently, when adding signature mapping you can remove the date and just leave the signature but you cannot remove the ...
Chloe Jonas 9 months ago in Case Management / Case 0 Planned

Ability to see who adds an attachment/case file and when.

Having the ability to see who adds a case file and when they add it would be extremely beneficial. There are situations where you may need to ask somewhere where they got the file or how they got it, and with a bunch of employees it's really hard ...
Guest over 1 year ago in Case Management / Files 0 Future consideration

Decedent tracking on app and website

I would like to see the ability to change the location of a deceased in the app and on the website. Our old timers can barely text let alone use an app but they can use the website. The website also has larger font and using a keyboard is easier f...
Guest over 1 year ago in Mobile 0 Future consideration

Recognize URLs in web app Notes

It would be great if URLs could be recognized within a Note and opened in the user's default browser.
Guest over 1 year ago in Case Management / Notes 0 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 over 3 years ago in Case Management / Care Center 0 Planned

Specify Color of Container in Price List

I was speaking with Zach Shields from Gardner FH, and he was wondering if there was an easy way to list the different color options for containers other than entering it in the name. He said that they forget to at times. I noticed that we don't cu...
Tarrence Price 9 months ago in Case Management / Price List 0 Future consideration

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 about 2 years ago in Case Management / Integrations 0 Planned