System | 💡 Share your Ideas!

There should be a shortcut button to the calendar from the daily agenda that shows on the Dashboard page so people can go straight into the calendar from that screen.

I have thought this myself and a funeral home brought it up yesterday because they liked the shortcut to templates and case files that appears on each page in the case.

Created 19 Jan 07:42pm by Anna Andrews

Case Management / Calendar

0 Future consideration

5 Vote

Calendar Sync

When the calendar is synced to mobile, it does not list all of the information for the event in Passare. I have attached two screenshots showing the calendar entries for an arrangement meeting. On desktop, the event name is "Arrangement Meeting fo...

Created 17 Nov 04:07pm by Devin Pauly

Case Management / Calendar

1 Future consideration

2 Vote

Additional Details for Calendar

If you click on an event or meeting in the calendar, the summary of info comes up. That summary needs more info. It should contain the name of the person who is meeting with the family for arrangement meetings and the funeral director for services...

Created 6 Oct 04:58pm by Erin Merriott

Case Management / Calendar

1 Planned

1 Vote

Global Search Scroll Option

Users would like the Global Search to pull more search results than it currently does and offer a scroll in the dropdown when necessary. This helps users see more options for cases with common names, like "Smith".

Created 21 May 04:59pm by Jessie Goggans

Case Management / Search

0 Planned

4 Vote

Global Search Improvements

Users would like improvements to the Global Search tool: Prioritize search results by recently clicked, rather than number of clicks funeral homes typically juggle a handful of cases at a time and are quickly closing these contracts out, then movi...

Created 21 May 04:49pm by Jessie Goggans

Case Management / Search

0 Planned

2 Vote

Search Bar & Ability to Save Filters/Tabs on Check Writing Page

Customers are requesting a search bar on the check writing page that allows them to search by check number, payee, amount, etc. They would also like to be able to save filters as tabs like you can on the case listing page. Currently if you need to...

Created 16 Mar 06:22pm by Erin Merriott

Case Management / Check Writing

1 Planned

1 Vote

Editable Case Related Check Amounts

We added the ability to edit a check amount from a case related charge, but the customer stated they would also like to be able to select which items in the price list staff can edit the check amount on. Example: Crematory Charge - Family pays $60...

Created 5 Mar 10:40pm by Erin Merriott

Case Management / Check Writing

0 Future consideration

💡 Share your Ideas!

Filter by status

Filter by category

Calendar tags take you straight to the event.

Refunds and Check Writing

Custom Fields: Add type to include Family and Friends

There should be a shortcut button to the calendar from the daily agenda that shows on the Dashboard page so people can go straight into the calendar from that screen.

Calendar Sync

Additional Details for Calendar

Global Search Scroll Option

Global Search Improvements

Search Bar & Ability to Save Filters/Tabs on Check Writing Page

Editable Case Related Check Amounts

Filter by status

Filter by category

Identify yourself with your email address

Calendar tags take you straight to the event.

Refunds and Check Writing

Custom Fields: Add type to include Family and Friends

There should be a shortcut button to the calendar from the daily agenda that shows on the Dashboard page so people can go straight into the calendar from that screen.

Calendar Sync

Additional Details for Calendar

Global Search Scroll Option

Global Search Improvements

Search Bar & Ability to Save Filters/Tabs on Check Writing Page

Editable Case Related Check Amounts