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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 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 about 2 years ago in Case Management / Admin 1 Future consideration

Items Sold System Report

Funeral Excellence Group is intending to run the System Report "Items Sold" across all of their funeral homes. In order to easily distinguish who has sold what they are requesting a branch/location column and a funeral director (case assigned to) ...
Chloe Jonas 9 months ago in Case Management / System Report 0 Planned

View and change custom fields and case tags in the mobile beta app

Funeral Homes of Texas would like to see and be able to edit both case tags and custom fields in the Mobile Beta App.
Julie Hofmann over 1 year ago in Mobile 0 Future consideration

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

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 over 2 years ago in Mobile 0 Future consideration

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 over 4 years ago in Case Management / Reports & Dashboards 1 Planned

Rolodex Tied to Shipping Information

When filling out shipping information for the deceased, there is not an option to to tie it to any rolodex entry. If we are pushing the idea of filling out information in a rolodex one time so that it does not have to be typed over and again, I th...
Guest over 1 year ago in Passare API 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 over 2 years ago in Case Management / Integrations 0 Planned

Mobile Beta: For drop-down lists that are not multi-select, close the list rather than requiring pressing "Done"

On drop-down lists where only one option is possible (radio vs. checkbox), close the list, instead of requiring the pressing of "Done" for faster entry. Example: Family relationship.
Guest over 2 years ago in Mobile 0 Future consideration

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