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1 Vote

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 New
4 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

Signing to Request a Check and Incomplete Inventory

Customer: It has become a growing issue for our busy funeral home and quite a pain to be required to sign a case before a check can be wrote and tied to the case. Increasingly more, there is inventory listed on the contract, but a serial number is...

Created 15 Sep 06:05pm by Erin Merriott

Case Management / Check Writing

0 Future consideration
2 Vote

Add an Attachment to the Memo on Check Writing

It would useful to have the ability to attach a document (E.g., a scanned PDF file) to the memo in Check Writing. For example, when writing a check, a customer would like to have the ability to attach a scanned receipt directly to a check for fu...

Created 18 Aug 08:00pm by Devin Pauly

Case Management / Check Writing

1 Future consideration
6 Vote

Adding a range of non case related dates on the calendar

If a staff member is on vacation or is out for a period of time. It would be more effecient to be able to apply a date range for a non case related event.

Created 25 Jun 02:53pm by Guest

Case Management / Calendar

1 Future consideration
3 Vote

Search by Pre-Need Contract Number Entered on Payments & Adjustments Page

The ability to search by Pre-Need Contract number entered as a transaction on the Payments & Adjustments page from the Multi-Pane Case Listing. I have attached a screenshot below.

Created 14 Jun 02:36pm by Devin Pauly

Case Management / Search

0 Future consideration
1 Vote

Description Field for each Expense Acct on a Multiple Transaction Checks

Customer requested a description field for each expense acct/amount tied to a multiple transaction check. This would allow them to have record of the purchases for each expense account on a single check.

Created 27 May 09:46pm by Erin Merriott

Case Management / Check Writing

0 Future consideration
1 Vote

Ability to select more than 1 credit or debit acct in Bank Transactions

Customer requested the ability to select multiple credit or debit accts for Add Funds or Remove Funds on the Accounts page. The example given was when accounting for a transfer or other transactions there is often the amount + an additional charg...

Created 27 May 09:20pm by Erin Merriott

Case Management / Check Writing

0 Future consideration
1 Vote

Fields for Invoice Number and Invoice Due Date in Check Writing

Customer would like fields in check writing to enter the invoice number (or multiple invoice numbers if tied to a single check) and invoice due date for the bill they are paying with the check. We discussed using the memo or notes fields, but they...

Created 27 May 09:13pm by Erin Merriott

Case Management / Check Writing

1 Future consideration