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...
The fastest and easiest way to input family/funeral info with the least amount of errors is to have the family either participate (Planning Center) OR watch a Funeral Director type the info into a computer during arrangments. I suggest a 'Passare ...
Dashboard: Case Reference on Cash Sale not hyperlinked
If you have a Cash Sale and that cash sale references an actual decedent case and you have the Cash Sale Reference column showing on the Dashboard, the Case being referenced is not hyperlinked on the Dashboard. You must open the case to link to th...
Hello, I think that it would be useful for funeral directors if once a form was completed and signed for, they had the ability to add it to case files. Perhaps there can be a button to "add to case files" when you click the elipses or check the bo...
Tarrence Price
about 1 month ago
in Planning Center
0
Planned
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
I noticed that "disposition of remains date", "disposition of remains time", pet owner 1 & 2 phone number, and pet owner 1 & 2 email report tags are missing. Is it possible to add these?
Adding Newspaper as an option for "business" in the Rolodex
With the addition of the e-mail option on the obituary page, funeral homes who have added newspapers to their rolodex as "other" do not have the ability to see them in the dropdown on the obit page.
Add Case ID to "AtNeed Fields Required to Sign" Section
French Funeral Home would like the option to require the case id to be entered before they can sign the case. This could go along with the other items in the "AtNeed Fields Required to Sign" Section.
How about different colors in the System Calendar, depending on the event or different color depending on the funeral home branch, like the common Outlook or Google calendar allows you to do. Helps them stand out better for company preferences. Ad...
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.
middle name on Family & Friends Page being added to the top section
On the Family & Friends page currently you have to click on the additional information to add the middle name of the family member. It would be much more convenient to be able to add the middle name right there when adding the family member fi...
0
Planned
1
Planned
