đź’ˇ Share your Ideas!
ADD A NEW IDEA

Pinned ideas

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...
Share feedback 0

All ideas

Showing 709

Messages - Also notify Secondary Arranger

It would be most helpful if the Secondary Arranger on a case could receive Message notifications when the family leaves messages in the PC.
Guest 11 months ago in Planning Center 1 Already exists

Expanding the master search bar when searching for funeral homes to include a sublist of branches under each organization

The search bar that internal passare staff use when accessing the master list of funeral homes does not allow for the ability to see branches under the organization name. Including the ability for the branch name to sub-populate under the org name...
Chloe Jonas almost 2 years ago in Case Management / Search 0 Future consideration

Add Cash Sale Case Type to System Reports

Users need to be able to pull the following System Reports and specify only Cash Sale Cases, just like they can all the other case types. Detailed Items Sold Detailed Sales Items Sold
Kaylan Johnson over 3 years ago in Case Management / System Report 2 Planned

Checking for Informant Duplicates

Having the option to check for informant duplicates to ensure that the informant is not getting sent info twice from billing, etc.
Guest almost 2 years ago in Case Management / Case 1 Future consideration

Global Search Improvements

Users would like improvements to the Global Search tool: Prioritize search results by recently clicked, rather than number of clicks funeral homes typically juggle a handful of cases at a time and are quickly closing these contracts out, then movi...
Jessie Goggans almost 4 years ago in Case Management / Search 0 Planned

Create Permission for Promoting Rolodex Entries

Users would like the option to restrict/allow certain roles access to promote Rolodex entries. This should apply to Custom Entries (blue 'plus' icon > Save to Organization Rolodex' checkbox) and Main Rolodex (Admin > Rolodex > click into ...
Jessie Goggans almost 4 years ago in Case Management / Roles & Permissions 1 Already exists

Filter Task widget cases by case tag

I would like to be able to filter the task widget for cases with or without a specific tag. For example showing cases with the "pending dc" tag and when the tag is removed from the case, those tasks no longer show ion the widget
Madison Hicks 12 months ago in Case Management / Reports & Dashboards 0 Planned

Filter Tasks widget by case status

I want to be able to filter the tasks on my dashboard to show only tasks on cases with a specific status. For example, if my case status is "open" those tasks will be on my widget. once I change my case to "closed" status, those tasks will no long...
Madison Hicks 12 months ago in Case Management / Reports & Dashboards 0 Planned

Add the AI Obituary tool to the Planning Center

Making the AI Obituary writer available for families to use in the Planning Center would be a very valuable tool.
JOEL WALTERS 12 months ago in Planning Center 0 Planned

Add the ability for the Funeral Home to Lock the Planning Center Payments Page

Add the ability for the Funeral Home to Lock the Planning Center Payments Page. This way, the total that shows is correct. If the director is working on the contract and estimates are not final, they may make changes to the contract after the fami...
Julie Hofmann 12 months ago in Planning Center 0 Future consideration