đź’ˇ Share your Ideas!
ADD A NEW IDEA

Admin

Showing 101 of 628

Allowing Information that is mapped into a form be changed in eSignatures

It was requested that information from a case that is pulled into a form by mapping be allowed to edit or remove when drawing up the document up in eSignatures. Sometimes names are pulled in on certain signature lines b/c the form is mapped for a ...
Jennifer Jenson 4 days ago in Case Management / Documents 0 New

Allow for mass selection of cases to change case status types.

It would be nice to be able to change the case status of multipe cases at once without having to go into each individual case and change them one by one.
Guest 13 days ago in Case Management / Case Identifier 0 Gathering interest

Roles & Permissions for Checklist users

When using manual entry of who completed a checklist task, it shows all users in an org. Often this includes accounting users, integration partners, & FDLIC staff that is not working on checklists. Funeral Homes want a way to remove these user...
Madison Hicks about 1 month ago in Case Management / Roles & Permissions 0 Gathering interest

Canadian Provinces Listed for License

On the Profile page, funeral directors can list their license number, state, and date of issue. In the dropdown menu for states, please add Canadian provinces.
Guest 23 days ago in Case Management / User Management 0 Planned

Attach a document to a Rolodex entry

The ability to attach a document to a rolodex entry. We have many churches and cemeteries that have policies and fee schedules that would be helpful to have right in the rolodex.
Alex Rydell over 2 years ago in Case Management / Rolodex 0 Future consideration

Adding memorial contributions to the obituary

When adding a new organization to the rolodex for memorial donations, you are required to add a website for that organization. When no website is entered, Passare will not save the information. Not all non-profits have an on-line donation option. ...
Tim Marodi 4 months ago in Case Management / Rolodex 0 Future consideration

Change Case Status from Dashboard or Mass Archive Cases

I need to clean up open cases because an old staff member wasn't consistently doing it. I know there are 174 cases with no outstanding balance, and I can sort for them. But now I have to open each one individually to close them. If I had a drop-do...
Guest about 1 month ago in Case Management / Automations & Triggers 0 Gathering interest

branch assignment option for documents

We have a lot of funeral homes that have specific documents per branch. For example, a different contract for each branch. or branches that are in different cities/states require different forms. Being able to assign forms to only certain location...
Madison Hicks over 1 year ago in Case Management / Documents 0 Future consideration

Add to the GPL on the fly

Like with the Rolodex entries, allow users to enter an item into the GPL while creating a Goods and Services contract.
Dennis Helwig 8 months ago in Case Management / Price List 0 Future consideration

Warning when saving a price list Item without an associated sales account

When a user adds/edits a price list item. It would be helpful if they received a warning/reminder upon saving if the associated sales account is missing. They should be able to continue saving without entering one, but a notification would help cu...
Erin Merriott 3 months ago in Case Management / Price List 0 Planned