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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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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 6 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 11 days ago in Case Management / Rolodex 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 13 days ago in Planning Center 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 14 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 14 days ago in Case Management / Reports & Dashboards 0 Gathering interest

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 about 1 month 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 about 1 month ago in Passare API 0 Gathering interest

Care Center Tracking Checkbox

When you are in the process of converting a case to an at-need, most fields under case information light up as soon as you check the box before you hit save. Can this happen for the care center tracking box as well? Currently, you have to save and...
Tarrence Price 26 days ago in Case Management / Care Center 0 Gathering interest

To backdate on the financials page, to an older date backdate the balance start to prior than not

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Guest about 1 month ago in Case Management / Batch Deposits 0 Gathering interest

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 1 month ago in Case Management / Family & Friends 0 Gathering interest