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Default the "Update the current price list" checkbox is selected for Importing Price List CSV's

If updating a price list in a CSV , the "Update the current price list" checkbox MUST be selected in order not to duplicate the price list. That checkbox being checked by default would mitigate this risk and save Support and Build teams a HUGE amo...
Kaylan Johnson over 2 years ago in Case Management / Price List 0 Shipped

Ability to Filter Rollup Documents by Item Signing Date

Vertin uses a Batch Form to output a Marker Commission Report that is used on a monthly basis to determine commission on marker sales for each funeral director within each organization. Current: Within the DocX tag, filtering is done on a case lev...
Nick Tunheim over 2 years ago in Case Management / Documents 0 Shipped

Render DocX Tag Outside of a Rollup Document in Batch Forms

Currently DocX tags are not able to be used in a Batch Form outside of a rollup table. In order to support documents such as batch invoices for pet and trade cases, we need the ability to tag data outside of a rollup table. For example, batch invo...
Nick Tunheim over 2 years ago in Case Management / Documents 1 Shipped

Electronically sign documents in arrangement.

I would like the ability to have a family electronically sign documents on a tablet or iPad during an arrangement conference.
Guest over 2 years ago in Case Management / Documents 0 Shipped

VA Presidential Certificate

It would be nice if the funeral home was an available choice for "mail the VA Presidential Certificates to". This would be an easy way for sales professionals to follow up with a family in the funeral home. The funeral home would receive the certi...
Joanna Gore over 2 years ago in Case Management / Documents 0 Shipped

Add Nurse Practitioner in Provider Types

Joann Brittingham at Short Funeral Home in Delmar, DE has asked if there was an option to include Nurse Practitioner in the list of Provider Types when adding a Rolodex entry from within the case. She gave the example that they have a lot of Nurse...
Product Team almost 3 years ago in Case Management / Rolodex 1 Shipped

Include Embalmers from Rolodex in Embalmer Drop Down

User Story Currently the Embalmers entered in the Rolodex are not tied to the drop down on the embalming page. Therefore the embalmers license number does not autopopulate unless the embalmer is a user in Passare. It would be less confusing and mo...
Sierra Chaffin about 2 years ago in Case Management / Rolodex 1 Shipped

Add Client Service Type as a General Accounting Column Option

User Story In working through the final stages of the Great Plains integration with Legacy, we have determined an additional column is needed for the General Accounting exports in order to support their reporting needs out of Great Plains. Please ...
Nick Tunheim over 2 years ago in Case Management / Accounting 0 Shipped

Allow for Multiple 'Auto-incrementing Numerical Sequence' Case Identifier Segments within a Template

User Story When creating a Case Identifier Template, I want to keep count of how many cases I've created during the current year, as well as the number of cases that I've created since the beginning of time, within the template. I have the ability...
Daniell Jara about 2 years ago in Case Management / Case Identifier 0 Shipped

Remove Contact Type from Rolodex DocX Tags

User Story Currently, the Contact Type of certain rolodex items, Organization and Business, appear in the DocX output, which isn't needed. For example, if you have a rolodex entry of 'St. Timothy's Episcopal Church,' the output will be 'St. Timoth...
Nick Tunheim over 2 years ago in Case Management / Documents 0 Shipped