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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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Attach a document to a Rolodex entry

The ability to attach a document to a rolodex entry. We have many churches and cemeteries that have policies and fee schedules that would be helpful to have right in the rolodex.
Alex Rydell over 2 years ago in Case Management / Rolodex 0 Future consideration

Add Funeral Home Phone to Text Template options

We need to be able to have the branch phone number in the text message template for Planning Center invitations. @branch_phone_number exists in the email template but not for texts. French needs this because they have many locations.
Julie Hofmann about 1 month ago in Planning Center 0 Planned

Vitals - Marital Status - If "Widowed" selected and spouse name is entered, make the spouse Deceased

In the new Vitals page, when you select a marital status of anything other than single or never married, the spouse fields appear, which is great. However, to improve this, if the marital status chosen was "Widowed", the spouse entered, should als...
Guest 6 months ago in Case Management / Family & Friends 0 Planned

Ability to capture the bank name when adding a check payment

We would like the ability to add the bank name in Payment and Adjustments when a family pays by check. This would allow us to put the bank name and check number on our final invoice.
Jill Materia 10 months ago in Case Management / Payments & Adjustments 1 Future consideration

Tagging Hairdresser

It would be helpful to tag the hairdresser in the appearance section of the care center. This would send our hairdresser a notification so she knows what was discussed.
Guest 3 months ago in Case Management / Care Center 0 Future consideration

Support Chat

Instead of searching for help or emailing support when there is an issue, chat bot or live person to chat with would be very helpful. This was used with another platform and was convenient.
Guest 3 months ago in Case Management / Case 0 Future consideration

Display Pre Need differently than At Need

It would be helpful if text entered as a Pre could display in a different color. When moving to At Need sometimes data changes and it's hard to figure what was selected as a Pre versus what is being selected during an at-need arrangement. The abil...
Jill Materia 8 months ago in Case Management / Data Entry 0 Future consideration

Allow Preferences Questions to be different based on the Client Service Type of a case

For funeral homes that serve several types of families and have a wide range of case types, it would be good to be able to change the preference questions in the Planning Center based on the Client Service Type chosen in the case. This way, if the...
Julie Hofmann 2 months ago in Planning Center 0 Gathering interest

Search option for inventory

We have a lot of items that "might be" in stock, which means that there are a TON of options in the pull down when we add inventory. I don't always remember the exact name I gave the item in the pricelist either. So finding a specific keepsake urn...
Holly Stammis about 1 month ago in Case Management / Inventory 0 Planned

In the family and friends tab - a notes box for each person to add additional info for them specifically

We have numerous repeat families, and it has become more frequent lately that the family members have no idea their parents/siblings personal information. It would be a place where we could put personal information for the informant, co-informant,...
Melissa Bowen about 1 month ago in Case Management / Family & Friends 0 Gathering interest