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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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Beta app: Ability to access checklists

I would like the ability to access checklists from the new app.
Guest over 2 years ago in Mobile 0 Planned

E-Signature - Required Fields

Sometimes it can be easy to overlook signature and initial fields during the signing process. The blue button in right hand corner will tell you that there is missing information when you hover over it, but it doesn't tell you exactly what. I thin...
Tarrence Price 9 months ago in Planning Center 2 Planned

Care Center Merchandise does not show the full name

On the Merchandise page, the items added (caskets, urns, vaults, memorial merch) from the g&s page are in a greyed-out box that does not allow you to see the full name. Even when hovering the full name of the item will not appear.
Chloe Jonas 7 months ago in Case Management / Care Center 0 Planned

Ability to Add More Than 1 Email Address

Please add the ability to add a secondary email address for Family/Friends. We often have loved ones provide us with their home and work email addresses and are asked to send correspondences to both. Right now we have no way to log them other than...
Guest about 1 year ago in Case Management / Family & Friends 0 Future consideration

Planning Center Display Name

Can there be a way to control how the decedent's name appears in the planning center? I spoke with a director recently who was needing the planning center name to reflect differently than their legal one, as the person didn't go by their legal nam...
Tarrence Price 2 months ago in Planning Center 0 Planned

Adding in Sikh as a Religious Preference on the Funeral Options page.

It was requested by a funeral home that has requested Sikh be added as a Religious Preference on the Funeral Options page. They tend to need this often.
Jennifer Jenson 5 months ago in Case Management 0 Planned

Notes on Obituary Page

There is not a notes section on the obituary page. Could a notes section be added for purposes of tagging each other if there are any notes.
Guest 2 months ago in Case Management / Obituary 0 Future consideration

Cemetery Address on Disposition Page

In the event of adding multiple disposition details, it could be helpful to have both disposition locations listed (Addresses). Recently had a case where there was a cremation and both a burial of cremated remains and the address of the cemetery w...
Guest over 1 year ago in Case Management / Case 1 Future consideration

Seach bar, Pin/Save on Notification Page

It was suggested that we add a search feature to the notifications page. It would be beneficial for the search feature to allow you to search any notification no matter how old, even being able to search things you've been tagged in. Also being ab...
Guest 5 months ago in Case Management 0 Future consideration

Cursor remaining in the Quick Add Search Box after adding an item to the G&S page.

It has been requested that this feature return. They would like for the cursor to remain in the Quick Add Search Bar after adding an item so that the user does not have to click in the box again to add another item. This would reduce the time spen...
Jennifer Jenson 5 months ago in Case Management 1 Planned