đź’ˇ Share your Ideas!
ADD A NEW IDEA

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...
Share feedback 0

All ideas

Showing 14

Detailed History on Family and Friends Page (Activity Feed)

Similar to the detailed history that is on the Goods and Services & Payments and Adjustments page. A few funeral homes would like to see the activity feed of who is creating family and friends contacts and who is manipulating data in each cont...
Adrain Valerio 5 days ago in Case Management / Family & Friends 0 Gathering interest

Address Line 2 in the App on all Addresses

Funeral Homes need a field for Address Line 2 in the family and friends, and also anywhere there is an address field in the Mobile App.
Julie Hofmann 5 days ago in Mobile 0 Gathering interest

Warning when changing branches if there is a Contract built already

When changing a case that has a contract built out on it to a new branch within an organization, the GL account numbers still reflect the previous branch, rather than updating to the new branch’s GL account numbers. The only way to correct this is...
Marshall Brooks 18 days ago in Case Management / Goods & Services 0 Gathering interest

Allow Exports to Include PDF as Report Format Option

Certain contract and financial data is only visible through the use of exports (i.e., check details). When a user needs to view this information and does not plan to import it into a third-party software, displaying the data in PDF format is needed.
Kaylan Johnson 24 days ago in Case Management / System Report 0 Gathering interest

Adding hyper link to family messaging

It would be helpful to be able to add a hyper link in the messaging in the planning center. If we want to send a certain URL for a catalog or website, the family has to copy and paste into their browser versus clicking the link directly.
Guest 26 days ago in Planning Center 0 Gathering interest

Stipulations for Document Generation

Can stipulations be placed upon document generation? For example, if “primary purchaser” isn’t selected the contract can’t be generated. Or if informant hasn’t been selected, the death certificate can’t be generated? Disposition, etc.?
Corbin Kill 18 days ago in Case Management / Printing 0 Gathering interest

EDRS Integration for Trade Calls

Trade call needs the eVitals death certificate. The FH knows that the case can be converted from trade to at-need, but doesn't like that you can't convert it back.
Guest 19 days ago in Case Management / Integrations 0 Gathering interest

Add Rolodex Dropdown Option to Custom Field Setup

There are some occasions where a frequently used Contact from the Rolodex may need to be indicated on a case, for any reason, or populated on a form. The idea is to have "Rolodex Dropdown" added as a new "Field Type" in the Custom Field Edit/Setup...
Guest 24 days ago in Case Management / Rolodex 0 Gathering interest

Add property field to urn tracking

Often we have property in the locker that needs to go out with an urn. We track the property in a separate book and put a post-it note on the urn that indicates there is property. It would be super cool if that were an option to check on urn track...
Ann Marie Terpstra 27 days ago in Mobile 0 Gathering interest

Adding Case Tag Filter to Survey System Report

When running a Survey System report, for example, the Johnson Consulting Survey Report. The filter options don't include case tags, and I have a funeral home that needs to separate their cases by case tag so it's easier for Johnson to associate th...
Adrain Valerio 27 days ago in Case Management / Reports & Dashboards 0 Gathering interest