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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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Lock Files & Photos Page in Planning Center

Skorupski Funeral Home would like to have the ability to lock the files & photos page. They are concerned families may continue to load photos even after the videos are complete on the funeral homes end. They also want to have that ability bec...
Guest almost 2 years ago in Planning Center 0 Future consideration

Checklist to Show in Imminent Need cases

I typicaly have to change my imminent cases (HOSPICE) to at-need because families are not able to see the CHECKLISTS in the planning center. This is VITAL for families that want to start everything. Please add the abiltity to see the checklists no...
Guest 12 months ago in Planning Center 0 Already exists

Show Pet Business Name of Batch Payments Screen

Best Friends Pet Cremations processes over 600 cases a month and they are currently using the batch payments. In order to make this process less tedious they are requesting to add the Pet Business name to the columns on the Batch Payments screen. ...
Julie Hofmann 12 months ago in Case Management / Batch Payments 0 Planned

Image Files in Custom Fields

Having the ability to upload a photo in a custom field either to map to a document or for reference would be highly useful. We do custom printing for a majority of our families and having the ability to save these photos in the file would be highl...
Erin Murphy almost 5 years ago in Case Management 0 Future consideration

Hide Care Center

Ops would like Care Center hidden by default and turn it on by request, like our other features. This feature is not used by all customers and can cause confusion during trainings and for new customers learning the system.
Jessie Goggans almost 3 years ago in Case Management / Care Center 0 Planned

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 about 1 year ago in Case Management / Case 0 Future consideration

Pending Service Filter

It would be helpful to filter cases that have any/all services Pending.
Jill Materia about 2 years ago in Case Management / Case 0 Planned

Add Dropbox to the API list

As a user, I would like the ability to integrate with Dropbox.
Christy Johnson about 5 years ago in Passare API 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 about 1 year ago in Case Management / Case 0 Planned

Make Messenger (and Other) Exports More Easily Accessible

It would be very helpful to have Messenger Export (and Bass-Mollett) in a more easily accessible place in the case, for example, either in the Standard Forms or within the Integration Settings area. This is frequently used for Funeral Homes that h...
Kaylan Johnson about 4 years ago in Passare API 1 Not being considered