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7 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 New
1 Vote

Ability to Export by Batch Payment Number

Sam Houston Funeral Home would like the ability to export a batch payments accounting export by the Batch Number. Currently you have to pick a date range or a specific case to do the export and it would be easier for them if they could do this bas...

Created 12 Oct 01:53pm by Julie Hofmann

Case Management / Accounting

1 Gathering interest
10 Vote

Update Automatically Based on Year for Auto-Incrementing Numerical Sequence

User StoryAt the beginning of the year, most organizations using the Auto-incrementing Numerical Sequence as a "case count" are choosing to 'restart' their sequence. Most of them also expect this to happen automatically since we have Case Creation...

Created 8 Jan 09:39pm by Kaylan Johnson

Case Management / Case Identifier

1 Planned
5 Vote

QB Export - "Select All" Option

When adding QB exports (Accounting > Accounting Reports > Add Report > QuickBooks), Ops has to check each checkbox ON individually. Our default setup for new QB customers is to check ON all boxes, which is done manually.Ops would like a "...

Created 17 May 09:58pm by Jessie Goggans

Case Management / Accounting

0 Planned
7 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 ye...

Created 16 Mar 03:12pm by Jessie Goggans

Case Management / Documents

0 Planned
1 Vote

Scheduling Price List Changes - Cost

Need the ability to be able to schedule cost updates in the price list just like we are currently able to schedule changes for the retail price.

Created 16 Sep 07:39pm by Kelsey Swearingen

Case Management / Price List

0 Planned
6 Vote

Notification for Double-Booking Services

Would like Passare to give an alert if I try to schedule a service the same time as another from Funeral Options page, possibly an arrest message with details about conflicting services. This will help us see if we are potentially double-booking ...

Created 24 Mar 10:04pm by Jessie Goggans

Case Management / Automations & Triggers

0 Future consideration
10 Vote

Inventory Lock Date

Currently there is no way to restrict how far back a user can backdate or future date an item when either adding or editing it.Admins and accountants would like a way to restrict the dating of inventoried items like the are able to do so with sign...

Created 28 Sep 06:12pm by Guest

Case Management / Inventory

1 Future consideration
10 Vote

Item availability based on branch when building packages

Currently when building packages if you select that the package is only for a specific branch, the item drop downs still contain every price list item for every branch. The item names don't indicate what branch they are for either. You end up need...

Created 1 Sep 06:32pm by Erin Merriott

Case Management / Price List

4 Planned
3 Vote

Create Permission for Promoting Rolodex Entries

Users would like the option to restrict/allow certain roles access to promote Rolodex entries. This should apply to Custom Entries (blue 'plus' icon > Save to Organization Rolodex' checkbox) and Main Rolodex (Admin > Rolodex > click into ...

Created 21 May 03:21pm by Jessie Goggans

Case Management / Roles & Permissions

1 Already exists