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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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Please create Role Executor/Executrix

Please create a Role called Executor/Executrix. This Role would be especially important to our Canadian firms where around 90% of the time there is an Executor that is the legal representative named in the will, and that person is not usually also...
Guest about 2 months ago in Case Management / Family & Friends 0 Gathering interest

Change DC Signed by to Medical Certificate Signed By

In Canada, what we call a Death Certificate they call a Medical Certificate of Death. Please change the wording on the Vitals page to reflect that. Under the Death heading there is a box that says Death Certificate signed by, please change this to...
Guest about 2 months ago in Case Management / Data Entry 0 Gathering interest

Notification for Conflicting Funeral Services

Yvonne Sersch pointed out that the system doesn't provide a notification if multiple services are scheduled at the same time. Would it be possible to have a notification if there are conflicting services?
Tarrence Price almost 2 years ago in Case Management / Appointments 1 Future consideration

Allow funeral homes to change the default payment type

Currently, when adding a payment it defaults to "cash" as the payment type. This is the least used payment type for a lot of funeral homes so they would like the ability to default it to card or check since those are used more often
Madison Hicks 7 months ago in Case Management / Payments & Adjustments 0 Planned

Create Planning Center Originated documents to show in separate section

Create a tab on the Case Files page to separate files that originated from the Planning Center. Ideally, there would be 3 tabs: 1 for ALL Case Files, including files from the funeral home and the planning center, 1 for case files added only by the...
Madison Hicks about 2 months ago in Case Management / Files 0 Gathering interest

Funeral Director Signature

Chesnut Funeral Home mentioned when the funeral directors are signing a form for eSignature having an option for the funeral director to draw their signature like the family could be helpful.
Guest 9 months ago in Planning Center 0 Future consideration

Account codes and dates displayed on the Goods & Services screen

Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals. Date are also very helpful so that we can see, at a very quick gla...
Londa Darwin almost 5 years ago in Case Management / Goods & Services 3 Planned

Under planning center, can pre need cases please have the preference questions listed too. For some reason, that tab is not listed for Pre-needs.

It makes no sense not to have the Preference Questions included for Pre-needs. It handcuffs the funeral homes that create their own preference questions.
Mike O about 2 months ago in Planning Center 0 Planned

Is there a way to send planning center invite from the funeral home? Not Passare. Many families lose invite and they can't find the email. It seems we have had many families that struggle with invite process. Also, is there a way that it doesnt end up in their spam folder? Lastly, could there be a section that families could could 'login' from our funeral home website as that is where they go to resign in?

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Mike O about 2 months ago in Planning Center 0 Gathering interest

Tracking app needs ability to use face ID and remember user name and password on private device

It is terribly annoying to have to log in everytime tracking especially as busy as we are. If it's a private device, the app should remember the username and password and/or use facial recognition to access the app.
Angela Anello about 2 months ago in Mobile 0 Gathering interest