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...

All ideas

Showing 172

1 VOTE

Death certificate tracking

it would be nice if there was an easier way of tracking status of a death certificate. I understand you could use checklist, but if there was a dashboard where you can see all your current cases and a specific dash board status. For example, in yo...

Matt Murphy about 1 year ago in Case Management / Checklist 0 Future consideration

1 VOTE

Checking for Informant Duplicates

Having the option to check for informant duplicates to ensure that the informant is not getting sent info twice from billing, etc.

Guest about 1 year ago in Case Management / Case 1 Future consideration

1 VOTE

Removal From State disposition option

Please create a "removal from state" disposition option.

Guest about 1 year ago in Case Management / Data Entry 0 Future consideration

3 VOTE

Prevent check from reducing bank balance until "check cleared" box is checked

Clark Funeral Home would like to have an option to say if a check has cleared the bank or not. This could be a check box or check status. Ideally the bank balance would not be reduced until this box is checked or status selected. This would allow ...

Guest about 1 year ago in Case Management / Check Writing 0 Future consideration

1 VOTE

ESignature Files

PLEASE add the Esignature Files to the case file listing on the lower right side. Having to go in and look to see if there are any Esignature files is a PAIN.

Guest about 1 year ago in Case Management / Files 0 Future consideration

1 VOTE

Adding Disp. of Cremated Remains (Mailing of Cremated Remains)

On the Arrangement Page under Disposition, having an option to have a Disp. of Cremated Remains, one of the drop downs be Mailing of Cremated Remains.

Guest about 1 year ago in Case Management / Case 1 Future consideration

1 VOTE

"Other" Rolodex Entries added as a payer

Having the option to have a Rolodex entry that is listed as "Other" on the "Other-Organization" be able to have the option to be added as payer on the payments and adjustments. Especially when that organization is used frequently.

Guest about 1 year ago in Case Management / Rolodex 0 Future consideration

2 VOTE

Mobile Crematory App

Add the ability to put state entries and all crematory operations into the mobile app.

Dan OBrien about 1 year ago in Mobile 0 Future consideration

8 VOTE

branch assignment option for documents

We have a lot of funeral homes that have specific documents per branch. For example, a different contract for each branch. or branches that are in different cities/states require different forms. Being able to assign forms to only certain location...

Madison Hicks over 1 year ago in Case Management / Documents 0 Future consideration

1 VOTE

Require Name at Birth for Mother and Wife

Almost every time a family completes the PC with us, they leave the Name at Birth blank on people where we need it. Those two people would be the mother of the decedent and the wife of a male decedent. Can we make those fields required, ONLY if a ...

Guest over 1 year ago in Planning Center 0 Future consideration

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