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...

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2 VOTE

Ability to automatically send out invoices to the families on a specific schedule. For instance, 5 day out from the funeral service they family would recieve an invoice via email, or added in the planning center.

For instance, 5 days, 30 days, and 45 days out from the funeral service the family would receive an invoice via email or added in the planning center.

Guest 3 months ago in Case Management / Goods & Services 0 Planned

3 VOTE

Add to the GPL on the fly

Like with the Rolodex entries, allow users to enter an item into the GPL while creating a Goods and Services contract.

Dennis Helwig 3 months ago in Case Management / Price List 0 Future consideration

3 VOTE

Self-Started Cases by branch rather than org

Our bigger locations that own multiple brands would like to utilize self-started cases currently this is difficult because it is all set up at the org level. I would like to be able to have a different link for each branch and those self-started c...

Madison Hicks 3 months ago in Planning Center 1 Planned

2 VOTE

Ability to unselect imminent need once converted to at-need

Johnson-Romito Funeral Home (premium customer) would like to have the ability to unselect the imminent need case type once they convert to at-need in order to differentiate and separate

Chloe Jonas 3 months ago in Case Management / Case 0 Future consideration

2 VOTE

Add Grave Location

Sometime you are at a cemetery and a family says "do you know where my dad is". It would be nice to look it up and tell them

Matt Murphy 3 months ago in Mobile 0 Future consideration

2 VOTE

Tell where comment/note originated from

We used to be able to see what area the comment came from. If someone puts a comment in the checklist (i.e. death certificate), the comment is in the notes, but we have no idea what that note is pertaining to. We have to go check all the checklist...

Guest 3 months ago in Case Management / Notes 0 Planned

2 VOTE

Make Thumbnails to preview items uploaded in case file section

We need to see what the families are uploading at the same time. We currently have to download and save all of the files instead of the convenience of it being in one location.

Guest 3 months ago in Planning Center 1 Planned

2 VOTE

Tag Users in Care Center Notes

It would be helpful if funeral directors could tag other users in notes sections in the Care Center. For example, on the Appearance page, in the Hairdressing section the Description of Request box.

Guest 3 months ago in Case Management / Care Center 0 Future consideration

1 VOTE

Checklist to Show in Imminent Need cases

I typicaly have to change my imminent cases (HOSPICE) to at-need because families are not able to see the CHECKLISTS in the planning center. This is VITAL for families that want to start everything. Please add the abiltity to see the checklists no...

Guest 3 months ago in Planning Center 0 Already exists

1 VOTE

Show Pet Business Name of Batch Payments Screen

Best Friends Pet Cremations processes over 600 cases a month and they are currently using the batch payments. In order to make this process less tedious they are requesting to add the Pet Business name to the columns on the Batch Payments screen. ...

Julie Hofmann 3 months ago in Case Management / Batch Payments 0 Planned

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