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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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Collaboration Save Buttons

Change the "Continue" button at the bottom of some pages to say "Save". There are times where the family lost their progress in the Collab Center due to this verbiage not being clear it will save their progress, and no fail-safe when navigating aw...
Jessie Goggans about 4 years ago in Planning Center 0 Shipped

Add Contract Date as a filterable date option for Survey system report

Some customers would like to filter their Survey report by the Contract Date. Please add this date to the dropdown list when building the Survey report.
Marcus Wilson about 4 years ago in Case Management 0 Shipped

Ability to Filter Rollup Documents by Item Signing Date

Vertin uses a Batch Form to output a Marker Commission Report that is used on a monthly basis to determine commission on marker sales for each funeral director within each organization. Current: Within the DocX tag, filtering is done on a case lev...
Nick Tunheim about 4 years ago in Case Management / Documents 0 Shipped

Schedule Lock Obit

Would like a way to schedule locking the Obituary so that it will automatically be done and not forgotten so that family members cannot edit the obituary after the scheduled date.
Guest about 4 years ago in Planning Center 0 Shipped

Add Default Sorting to Batch Forms

User Story Users are wanting consistent sorting of documents from the Batch Forms feature. At one point, it used to be alpha by branch and then alpha by decedent last name within the branch. However, that is not the order now and appears to be ran...
Daniell Jara about 4 years ago in Case Management / Batch Forms 0 Shipped

Collaboration Center Text Invites - Option for Default On/Off

Would like the Collaboration Center text message checkbox to have a settings option to be defaulted on or off. Right now the box is always checked "on", while I prefer to designate who should receive the texts manually. Every family and situation ...
Guest about 4 years ago in Case Management / Family & Friends 5 Shipped

Highlight or Asterisk Fields in the Collaboration Center that are necessary

We would like to be able to clearly point out what fields we need the family to fill out in the Collaboration Center. If we could asterisk or highlight the fields we always need filled out from the family that would make it less overwhelming to th...
Guest about 4 years ago in Planning Center 1 Shipped

FH needs notification when documents are uploaded

When the family uploads documents within the collaboration center, the FD needs to receive a notification. I see this working similarly to the CC alerts, once an hour instead of every time in case the family is uploading 25 pictures. As we are usi...
Guest about 4 years ago in Planning Center 0 Shipped

Add Organization Information to The Batch Deposit/Payments Reports

User Story Vertin has requested we add the organization name to Batch Deposit reports. Currently there is no name on the report, therefore their accounting team isn’t clear on what reports are for which organization. The same would be helpful with...
Daniell Jara about 4 years ago in Case Management / Batch Deposits / Batch Payments 2 Shipped

Pre-Need Page Update

The Pre-Need case pages are set up like At-Need cases. As a user, this makes it difficult to use, as some of the information captured for Pre-Need is different than what is needed for At-Need. It would be great if the Pre-Need page was updated to ...
Product Team about 4 years ago in Case Management 0 Shipped