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30 Vote

System Calendar improvements

How about different colors in the System Calendar, depending on the event or different color depending on the funeral home branch, like the common Outlook or Google calendar allows you to do. Helps them stand out better for company preferences. Ad...

Created 28 Aug 06:16pm by Elizabeth Reed

Case Management / Calendar

2 Future consideration
16 Vote

Additional Check Template Tags Requested

Additional option for check date as mm/dd/yyyy (current templates output mm/dd/yy) Additional option for written check amount to have each word capitalized and to populate Five "Dollar(s)" & 00/100 (current template outputs "five & 00/100"...

Created 5 Nov 04:32pm by Erin Merriott

Case Management / Check Writing

0 Planned
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
11 Vote

Show end times on calendar events

We would like the end time to show on events on the System Calendar. Especially for Calling Hours, we need end times to show on events on the calendar. We need an option to show end time or not show, or just have it there for everything.

Created 9 Sep 07:36pm by Julie Hofmann

Case Management / Calendar

1 Planned
1 Vote

Custom Fields: Add type to include Family and Friends

Currently when you check the box for submitting a check requests. The only thing you can modify is the payee. In Texas we are allowed to upcharge Cash Advance items. In those cases, the bookkeeper needs to know if the amount is different than what...

Created 6 Apr 06:32pm by Guest

Case Management / Check Writing

0 Future consideration
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

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
4 Vote

Editable Automatic Check Numbering

Customers would like to be able to turn on automatic check numbering but also have the ability to edit that field if necessary prior to printing. Currently the field is not editable and the only work around is to change the numbering option to man...

Created 8 Jan 09:22pm by Erin Merriott

Case Management / Check Writing

2 Planned
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 Future consideration
3 Vote

Voiding a Check Request

If the line item associated with a check request is deleted from the contract, the check request should automatically void or grey out. The example given was a director requests a check in the evening for a clergy. The family lets the director kno...

Created 8 Jan 09:27pm by Erin Merriott

Case Management / Check Writing

2 Planned