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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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Saved Configuration names showing when reports/batch forms are ran

Funeral Homes will often create saved configurations that filter specific branches/case tags/trade businesses and then run them all back to back. I would like to see in my download center the name of the saved configuration instead of the name of ...
Madison Hicks 12 months ago in Case Management / Reports & Dashboards 0 Planned

Batch Forms Sorting by Case Number

Add a option to sort batch forms by case number when you generate them
Guest 12 months ago in Case Management 0 Future consideration

Age on Case Menu to show as Years, Month, Day

On the a case menu on the ID Tag, if there could be an ability to have the age show as years, month, days.
Guest 12 months ago in Case Management / Case 0 Future consideration

A way to respond to messages and notifications

We use the Organization Messages and Reminders and Notifications more and more to communicate. I could see us potentially moving away from Slack and text messaging for communicating our "outside of cases" conversations and memos. But the reasons w...
Holly Stammis almost 3 years ago in Case Management / Notifications 1 Future consideration

National VA Cemetery - FH ID Numbers

Just found out VA Cemeteries give ID numbers to FHs. I didn't know about this. My suggestion is to have a space in the location details of a FH location for this info, and then display it at the top of the Veteran Information Tab in any case that ...
Zach Moore almost 2 years ago in Case Management / Organization Info 0 Future consideration

date of death type

For the date of death in First Call and Vital Statistics section can there be an option for choose the type of death date like below.
Guest almost 2 years ago in Case Management / Data Entry 1 Future consideration

Add Date/Address to Disposition for Final Disposition of Cremated Remains

There is no way to enter a date of final disposition for cremated remains or the address of the location. Since disposition often happens at an address other than the crematory and on a different date, there should be a way to enter the date of fi...
John Glueckert 12 months ago in Case Management / Data Entry 0 Planned

Add more role tags for ESignature 2.0 Mappings

Several of my funeral homes have documents that require multiple Next of Kin to sign. Currently we have "Role - Next of Kin" for mapping the ESignature to NOK1 but we need to be able to do at least 6 NOK's. This is for Washington and New Jersey cu...
Julie Hofmann 12 months ago in Case Management / Documents 0 Future consideration

'Next Case' Arrow Button

While working inside a case, it would be helpful to have a "Next Case" button that tabs through each case as ordered on the Case Listing page. This is really helpful for firms closing out cases for month-end reports (like Vertin) and helps streaml...
Jessie Goggans almost 4 years ago in Case Management / Automations & Triggers 0 Planned

Add ability for Purchaser(s) to view itemized breakdown of charges

It would be nice if Family/Friends who are designated as Primary Purchaser or Purchaser to be able to view a itemized breakdown of charges and applied payments from within the Planning Center.
Guest almost 2 years ago in Planning Center 0 Planned