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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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Default F&F Role for Survey Reports

Interest has been expressed that it would be nice to have the role defaulted when the funeral home is using Johnson Consulting Survey so that they wouldn't miss getting a survey sent should they forget to select the role.
Guest about 8 hours ago in Case Management / Family & Friends 0 New

Planning Center Receipt Verbiage Cash Sale Case Friendly

A funeral home reached out wondering if the planning center receipt could say "thank you for your payment", instead of saying "thank you for paying for payer's name services" because it was confusing their families that were paying on cash sales.
Guest 1 day ago in Planning Center 0 New

Adding Funeral Homes To Global Forms

When adding funeral homes to global forms, the system will take you back to the top of the list. This can slow the process down quite significantly, especially when it comes to orgs such as Vertin & Legacy, who have multiple locations. If we w...
Tarrence Price 9 days ago in Case Management / Documents 0 Gathering interest

Allow Standard Form Selection Per Organization In Global Forms

A major limitation with Global Forms is if one organization wants a form to be added to/removed from Standard Forms. In order to make this change, we have to remove them from the Global Form and move this document to their Local Templates instead....
Kaylan Johnson 9 days ago in Passare API 0 Gathering interest

Permissions to Mark/Unmark Important Notes

There was mention to support that funeral homes would find it helpful to be able to mark other staff member's notes as "unimportant" so that their notes section wouldn't be flooded with notes that had been completed.
Guest 8 days ago in Case Management / Notifications 0 Gathering interest

Create Setting to Allow Rolodex to Feed Down to Child Orgs

Many larger organizations have a parent/child org hierarchy due to staffing access, etc. and frequently need the option to share Rolodex entries from the parent level. Here are a couple of examples where this causes issues with the way it works to...
Kaylan Johnson 24 days ago in Case Management / Rolodex 1 Gathering interest

Funeral Options - Add Event Fields Blank

On the funeral options page, the fields under add event now have info prefilled. I've spoken with a few funeral homes who have expressed that this causes confusion. Can we perhaps have the event name, date, and time fields default to "select" inst...
Tarrence Price 21 days ago in Case Management / Appointments 0 Gathering interest

Completed tasks should automatically be moved to the bottom of the checklist within the case

Users with more comprehensive checklists experience inefficiency when looking through their checklist to view only incompleted tasks within the case. While there is an option to view inpcomplete tasks on the Tasks Dashboard, this does not help wit...
Kaylan Johnson about 2 months ago in Case Management / Checklist 0 Closed

Having the bottom of the Planning Center Invite email customizable with Branch info

The bottom of the planning center invite currently only shows the main organization's name and address. Funeral homes may find it helpful to have the branch information populate there rather than the main locations information.
Marshall Brooks 15 days ago in Planning Center 0 New

If PC Editor is listed as Informant, make home address requred

Our experience with people filling out the PC has been that they rarely provide their home address...who knows why. This almost always requires that we follow up with the family to get it. My suggestion to remedy this is, if the PC Editor is ident...
Guest 15 days ago in Planning Center 0 Gathering interest