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 102

Export Date Column

Would be nice to have a column available on the Dashboard that shows the Exported to Accounting date to be able to quickly see which cases need to be exported. It is tedious work to have to click into each case when checking what has and has not b...
Guest about 5 years ago in Case Management / Reports & Dashboards 0 Shipped

Price List Categories in User Reports

Users would like the ability to create a User Report with a column(s) that include categories and respective sales data. Much like the Survey Report or General Sales columns - we'd like the capability to see sales data per category in User Reports...
Jessie Goggans almost 4 years ago in Case Management / User Report 2 Shipped

Dashboard Widget for Check Lists

Within the Dashboards page, I would like to be able to see a Check Lists widget. This will allow me to view the progress of certain tasks for all cases at a quick-glance, without having to run reports or check individual cases) (tab per check list...
Guest over 5 years ago in Case Management / Checklist 0 Shipped

Batch Forms having an automatic run option

Several customers who have been trained on using batch forms have asked if there was a way to automatically run batch forms like you can with other reporting options within the platform. This would add value to those who are currently using the Ba...
Chloe Jonas almost 3 years ago in Case Management / Automations & Triggers 0 Shipped

Scheduling New Tax Rate

Being able to schedule a new tax rate to go live in the future, rather than implementing a new tax rate at the time of entry. We have the ability to change price list items and not retroactively affect that item previous cases, and, we have the ab...
Guest about 2 years ago in Passare API 0 Shipped

Electronically sign documents in arrangement.

I would like the ability to have a family electronically sign documents on a tablet or iPad during an arrangement conference.
Guest almost 5 years ago in Case Management / Documents 0 Shipped

Confirmation Notice (Green Bar)

When an update/change is made a Green bar shows at the bottom of the screen, confirming that update/change. This is great, unless you are updating, creating or changing several things & then a Green bar will show up for each item. This can qui...
Denise Chabarria almost 5 years ago in Case Management / Case 1 Shipped

Change the icons to thumbnails on the files and photos page

It would be helpful for the family if they could view what photos they had loaded in the planning center under files and photos. Currenlty it just shows the file type but a thumbnail of the image would be more helpful. See screenshot.
Julie Hofmann about 2 years ago in Planning Center 0 Shipped

Improved photo/document uploading in the Collaboration Center

User Story As a user, Specifications Uploading photos and documents from collaboration center. Will there be an easier process vs. having to upload each photo/document individually?
Guest about 5 years ago in Planning Center 2 Shipped

Custom Fields Per Case Type

Would be beneficial to have custom fields per case type because if I use all 20 of my custom fields for information on a preneed. I no longer have any custom fields I can use for at-needs.
Sierra Chaffin almost 5 years ago in Case Management / Case 0 Shipped