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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 ...
Jessie Goggans over 1 year ago in Case Management / Roles & Permissions 1 Already exists

Batesville Casket Company Intergration

It would be helpful to have an intergration between passare and batesville.
Guest over 1 year ago in Case Management / Admin 1 Already exists

Move cases from one location to another

Currently if a preneed case is listed under a branch we are unable to move it to another branch where the family will actually be served. This means that all of the pertinent information has to be double entered (which is a huge waste of time sinc...
Guest almost 2 years ago in Case Management / Admin 0 Already exists

Add Case Identifier to Cash Sale contract template for ease of reference

A while ago, yall began adding Case Numbers to At need contracts can you do the same on Cash Sale? It would help tremendously as we reference payments to our contract numbers thanks! Veronica
Guest about 2 years ago in Case Management / Case Identifier 1 Already exists

Case Number Editing should be done by one person

The average database user SHOULD NOT be able to override the case# or account# unless they know how serious account or case#s are to a firm. We've utilized this in a previous database where the Admin is the only one allowed to edit Case #s, move t...
Elizabeth Reed over 2 years ago in Case Management / Case Identifier 0 Already exists

Add to mapping list for documents

it would be helpful to have a mapping selection added to the dropdown that would total the days past due. When used in a document template, it would auto-calculate & populate into a document. [%PAST_DAYS_DUE%] etc. or whatever Passare suggests...
Susan Espinosa over 2 years ago in Case Management / Documents 0 Already exists

Customize an AR Report

Being able to customize your AR report so employees can see the items you feel most important. Date of Death, Beginning Balance, Ending Balance and Date of Last Payment.
Guest almost 3 years ago in Case Management / Accounting 0 Already exists

Case Identifier - issue with sequential order

I have 2 examples so far where the customer is calling to complain that their case identifiers are not going in sequential order. Ticket 78368107 the order of 001, 002, 003 & then jumped to 104. Ticket 78284028 the order of 9, 10, 11, 12 &...
Guest almost 3 years ago in Case Management / Case Identifier 0 Already exists