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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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Ability to Dial Number from Mobile App and more

When developing the Passare App, I had a thought that when inputting families contact information, primarily their phone numbers I would assume that in the app you could tap the phone number and your phone give the option to dial. My idea is could...
Zachary Maikranz almost 3 years ago in Mobile 0 Planned

Notifications should be filtered

Hi. I love the Planning Center notifications. However, they are too frequent. It would seem that every time a family types something (even in the same field), it sends an alert. This is my assumption, because when going through the thread of notif...
Guest almost 3 years ago in Planning Center 0 Future consideration

Private way to Identify deceased

I would like to provide private access (maybe a link, etc.) for the NOK to verify the identity of the deceased. If they are not coming into the office, possibly out of state but need to identify in order to proceed with arrangements. Might be a pl...
Guest about 4 years ago in Case Management / Case 0 Future consideration

Ability to "Lock" Creation of Duplicate Case Identifiers

Customer indicated the warning that a case id is already in use is not enough to deter users from creating duplicate case ids. In turn this causes major accounting export issues. They want to allow their locations to manually enter case ids, but t...
Erin Merriott over 4 years ago in Case Management / Case Identifier 0 Planned

On obituary, have where we can email obituary to newspapers directly from the obituary we write.

No description provided
Guest almost 3 years ago in Planning Center 1 Planned

Ability to add different merchandise etc. to the Inventory Management Secetion

It would be great to see "Our Cost" & "Customer Cost". Whether the Merchandise is on display (with the #) and how many in storage and the total number. Also the ability to add other merchandise on "our end" to add to the list .
Guest over 4 years ago in Case Management / Inventory 1 New

Family & Friends Page - Office Number Extension

On the family & friends page, when office is chosen for the phone type, can that field be made to accept the extension being added? Currently, it' won't accept it because adding the extension makes the phone number look like the wrong format.
Tarrence Price over 1 year ago in Case Management 0 Planned

Electronic Funds Transfer Option in Check Writing

Funeral Homes of Texas would like the ability to enter "ETF" as a check number when the check is actually just an electronic transfer of funds. They would like to be able to have a choice for this or just manually enter ETF and be allowed to use E...
Julie Hofmann over 1 year ago in Case Management / Check Writing 0 Planned

Allow for Formatting in Organization Messages

Need to be able to format Organization Messages. Currently, if I create a message in bullet point format, or with spacing I feel is appropriate to serve as a quick reference organization message for staff, the formatting is disregarded once I publ...
Jay McAfee over 4 years ago in Case Management 0 Planned

Improving Selecting Memorial Content on Memorial Templates

When a Memorial Template is the at the end of list in the Templates, it can be difficult to select the Memorial Content. I have attached a screenshot of an example. You are not able to see the "Select" button. You need to scroll down on a specific...
Devin Pauly about 3 years ago in Case Management / Documents 1 Planned