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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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ESignature Files

PLEASE add the Esignature Files to the case file listing on the lower right side. Having to go in and look to see if there are any Esignature files is a PAIN.
Guest almost 2 years ago in Case Management / Files 0 Future consideration

Warning when At Need case name matches a Pre Need

This is partially a staff training issue, but it would be nice if when entering a new At Need case, should that first & last name match a PreNeed case, a warning would come up. It would need to be easy to override, but we've had a few times wh...
Holly Stammis almost 3 years ago in Case Management / Case 0 Planned

Allow all communication (messages, emails, notes) with family to be tied within the case

As a user, it would be helpful to be able to tie all our communication with the family to the case. So when we pull up the case, we can see all forms of communication (such as emails, messages, etc.) we have had with the family.
Product Team almost 5 years ago in Planning Center 0 Not being considered

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 about 2 years ago in Planning Center 0 Future consideration

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 about 5 years ago in Case Management 0 Future consideration

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

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 about 3 years ago in Case Management / Care Center 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

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

Editable Automatic Check Numbering

Customers would like to be able to turn on automatic check numbering but also have the ability to edit that field if necessary prior to printing. Currently the field is not editable and the only work around is to change the numbering option to man...
Erin Merriott about 4 years ago in Case Management / Check Writing 2 Planned