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1 Vote

Converting AtNeed to TradeCall

Still need the ability to change an at need case to a trade call. Having to delete the at need and start fresh and create a trade call is a waste of time.

Created 30 Jun 08:27pm by Elizabeth Reed

Case Management / Case Identifier

0 New
13 Vote

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.

Created 11 Mar 04:36pm by Alex Rydell

Case Management / Rolodex

0 Future consideration
1 Vote

Bulk add prices for new supplier

As our urn prices are rising quickly, I'm needing to update the prices more often, and have looked for some more reasonable suppliers. Which is a whole job in-and-of-itself. But then I have to go into Passare and update the prices there. Which is ...

Created 14 Jun 08:36pm by Holly Stammis

Case Management / Price List

0 Gathering interest
8 Vote

Inventory Management

From the Inventory Management and Add Inventory page, it would be most helpful to see more detail when selecting a specific inventoried item. Currently you see a grayed out box with the quantity only. It would be a benefit to instantly see, or at ...

Created 21 Jan 03:33pm by Gayla Satre

Case Management / Inventory

0 Future consideration
1 Vote

Add License Number for Nurses in the Rolodex

In the state of Wisconsin, the Nurse license number is required on the Death Certificate.

Created 9 Jun 01:11pm by Julie Hofmann

Case Management / Rolodex

0 Gathering interest
1 Vote

Blank Form Mapping To Default to Blank Instead of No

Whenever you are mapping a form there is no way to have it default to a blank spot for a Yes or No answer. For example if I wanted an area to be blank but still have the mapping for when the data is marked as yes/no it will automatically put in a No.

Created 8 Jun 01:28pm by Guest

Case Management / Documents

0 Gathering interest
2 Vote

Rolodex Check for Duplicates

User would like a "Check for Duplicates" function (like we currently have for SSN) that scans the rolodex for duplicate addresses. There are often businesses or venues that have name changes/variations, and this function will help users prevent du...

Created 12 May 01:41pm by Jessie Goggans

Case Management / Rolodex

0 Gathering interest
10 Vote

Capability to Pin the Column Titles on the Case Listing Page

Angie Gard with Gard Funeral Home asked if we had a way of freezing or pinning the column titles on their case listing page. She mentioned that they are struggling right now with remembering what column is what especially when they begin scrolling...

Created 29 Sep 01:15pm by Chloe Stirling

Case Management / Admin

0 Planned
3 Vote

Improve Inventory Managemnet

I am still needing a quicker way to view what case (you could also add a quicklink that would take you to the case), date an item was sold. I also need the ability to see when an item was removed or returned to vendor for credit. I understand we h...

Created 28 Mar 05:27pm by Elizabeth Reed

Case Management / Price List

0 Future consideration
10 Vote

Forms Mappings Search

Can we create the mappings dropdown to be searchable by keyword? Right now you have to search the exact mapping, which is difficult since there are so many versions of similar mappings. For example, to find a mapping pulling last 2 digits of the y...

Created 16 Mar 03:12pm by Jessie Goggans

Case Management / Documents

0 Planned