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...
On the ClaimCheck Dashboard, there is currently not a way to configure the columns by adding or taking any away. For example, you can filter for Funeral Director on the case, but you do not have the ability to see a column with the Funeral Directo...
Piasecki Funeral Home pointed out that they any of the information that they input on their custom fields was not pulling over onto the AI Obituary. This would be helpful for custom fields that list high school grad yr, high school name, etc.
On the Embalming page in the Care Center on the Injection Method, Piasecki Funeral Home noted that there in addition to Continuous and Alternate there is an Intermittent method as well. And on the Drainage Method there is additionally an Alternate...
On the Care Center>Embalming page in Passare on the Injection section there are 3 fields for injections. Piasecki Funeral Home noted that there have been some instances where there may be more injections needed. Having 5 injection fields could ...
I was wondering, is there a way, that when you click the search button, it automatically put the curser in the search bar? Right now, you have to click the search icon, the click again in the search window.
This will speed up the search process, when you click the search icon, it should go ahead and place your curser in the search window.
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
16 days ago
in Planning Center
1
Gathering interest
A text box needs to have the ability to wrap to the next line. Right now I can type in a long text and it extends out of the box and can't be read easily. Does not look professional. We need the ability to have multiple lines of text in a text box.
0
New
1
Gathering interest
