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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 about 3 years ago in Case Management / Rolodex 0 Future consideration

Document Mappings - Service Info by Event Type

When mapping Event/Service Information to forms, there are currently so many different mappings that are named slightly inconsistently, that it's difficult to know what to select or search for, and some options aren't even available for every serv...
Guest 4 months ago in Case Management / Documents 0 Future consideration

Edit Price List right on PL Dashboard

If I want to make a quick edit to the price or name of an item, can we have the option to have a quick update of the price list. For example on the price list in Admin just be able to mass update all prices.
Guest 3 months ago in Case Management / Price List 0 Future consideration

Rolodex access within a case (specifically At-Need cases)

Having the ability to lookup a phone number or a cemetery charge in the rolodex while not having to leave the case would be extremely helpful. Even if you could do a quick search in the rolodex and click on the person/organization you need and the...
Guest 5 months ago in Case Management / Rolodex 1 Future consideration

Annual comparison case data on Dashboard

With our former company, SRS, we could see our previous year month and this year month comparisons with call volume and dollars per month. I have attached a screen shot.
Guest about 2 months ago in Case Management / Admin 0 Future consideration

Delete multiple case files

I recently had a family share 90-100 photos that I put into case files for a memorial video. They then emailed me and said they wanted me to delete all and they were sending more. If possible, it would be great for there to be a button that delete...
Trae Cody 2 months ago in Case Management / Documents 0 Future consideration

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 6 months ago in Case Management / Case Identifier 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 10 months ago in Case Management / Rolodex 0 Future consideration

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 about 2 years 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 about 1 year ago in Case Management / Price List 0 Future consideration