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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...
Elizabeth Reed over 3 years ago in Case Management / Calendar 5 Planned

Sort Batch Forms by trade business

It would be helpful to sort or group batch forms by the trade business. This would make invoicing significantly easier
Madison Hicks 25 days ago in Case Management / Batch Forms 0 Planned

The ability to remove cases with a zero balance when filtering missing signing

When filtering cases on the case listing page there is not a way to currently remove cases with out a contract from the 'missing singing' option. Even when combining 'missing signing' and 'outstanding balance - no' this does not remove the cases t...
Chloe Jonas 4 months ago in Case Management / Search 0 Planned

Add "Check Transaction" Name and account number as a column in User Reports

Add "Check Transaction" Name and account number as a column in User Reports under Checks. This is for Clark Funeral Homes
Julie Hofmann 2 months ago in Case Management / Check Writing 0 Planned

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"...
Erin Merriott about 3 years ago in Case Management / Check Writing 0 Planned

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...
Devin Pauly about 2 years ago in Case Management / Calendar 1 Planned

Do Not Require Address Fields in Batch Payments

Currenlty, address information is required for the payer when entering a batch payment. The address information is NOT required on the normal payments screen within a case. This requirement is only on ACH and Credit card. McLane Funeral Home would...
Guest 4 months ago in Case Management / Batch Payments 0 Planned

2nd - LEVEL LOG IN AUTHENTICATION

In this world with the pool of nefarious hackers gaining traction in their knowledge of breaching data, it seems VITAL to add 2nd - Level Log in Authentication. If ours or any funeral home database were to be infiltrated the outcome would be catas...
Guest about 1 year ago in Case Management / Security 0 Planned

Electronic Funds Transfer Option in Check Writing

Funeral Homes of Texas would like the ability to enter "ETF" as a check number when the check is actually just an electronic transfer of funds. They would like to be able to have a choice for this or just manually enter ETF and be allowed to use E...
Julie Hofmann 6 months ago in Case Management / Check Writing 0 Planned

Calendar tags take you straight to the event.

Whenever you have a notification that tells you you were tagged in a note on an event in the calendar, you should be able to click the notification and be taken directly to the event instead of just the month.
Guest about 1 year ago in Case Management / Calendar 0 Planned