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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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Custom Field Case Type Tab Default

If a case has PN custom fields and the case is converted to an AN, the custom fields tab defaults to PN when it should default to the highest case type (AN).
Erin Merriott over 3 years ago in Case Management / Case 0 Shipped

Lock Headings in dashboard

It would be nice if you have a list of more than one or two cases, if the headings of the dashboard would remain at the top like you can a spreadsheet so you are reminded what the column is named and where you need to look as you scroll down. I of...
Elizabeth Reed over 3 years ago in Case Management / Reports & Dashboards 0 Shipped

Show Payee for Check on Accounts Page

User Story On the Accounts feature, I'd like to see who the payee of the check was under the 'Related to Rolodex Item' column name. Otherwise, I have to go back to the Check Writing page to see who the payee was. Requirements On the Accounts featu...
Daniell Jara over 3 years ago in Case Management 0 Shipped

Add 'Check Payee' Filter for Check Writing Page

User Story Right now, when I write a check to a specific vendor, I have no way of easily searching for that data on the Check Writing page. It would be helpful if I could have a 'Payee' filter, that populates all of my Rolodex entries, so I can se...
Daniell Jara almost 4 years ago in Case Management / Check Writing 0 Shipped

Order of Menu Options - Less Overwhelming

Robert at Justen Funeral Homes has implemented use of the Collaboration Center and has received feedback from multiple families that they are overwhelmed when they access the Menu options and don't know where to start. He suggests having Biographi...
Guest almost 4 years ago in Planning Center 0 Shipped

Collaboration Center Menu Option Lost on Smaller Screens

Robert at Justen Funeral Homes has implemented use of the Collaboration Center and has received feedback from multiple families that they could not easily locate where to get started because the "Menu" button is difficult to find on smaller screen...
Guest almost 4 years ago in Planning Center 0 Shipped

PICTURES

There is no information on how to upload pictures on the collaboration center. We tell families then can upload pictures on the site and there are no directions to do that. Makes me look like an idiot.
Guest about 4 years ago in Planning Center 0 Shipped

Dashboard Filters - Sign Dates

Needing the ability to filter dashboards off of Invoice Signing - First, Invoice Signing - Last, and Invoice Signing - Any like we can in user reports.
Jessie Goggans about 4 years ago in Case Management / Reports & Dashboards 0 Shipped

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