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2 Vote

Shipping Information Pull From Rolodex

I spoke with Glenn at Mckoon Funeral Home and he said they do a lot of shipping and it would be beneficial for the "ship from" and "ship to" dropdowns to pull from the rolodex. Currently, the only options are the branches of that organization. It ...

Created 26 Nov 06:45pm by Tarrence Price

Case Management / Rolodex

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
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
1 Vote

Rolodex settings

Within Rolodex, add in the settings an option to include vendor and/or rolodex ids and possibly other information to appear on the opening page. Make the Rolodex user friendly to the logged-in user.

Created 3 Dec 06:28pm by Gayla Satre

Case Management / Rolodex

0 Future consideration
11 Vote

Ability to create a cash sale within the same case (new invoice without all previous charges)

It would be nice to be able to create a cash sale within the same case. For example, a family comes in and selects a funeral service, then months later they ask for additional death certs or a marker or a date of death engraving? Something so we...

Created 5 Feb 02:57pm by Product Team

Case Management / Accounting

1 Future consideration
9 Vote

Versioning for Global Forms

Internally, we need to be able to have controls around versioning of forms that customers wouldn't see. This will prevent us from having to use names such asSFG 5E Legal with Texas Disclaimers and allow us to use "Funeral Contract" which is what f...

Created 22 Apr 06:59pm by Kelsey Swearingen

Case Management / Documents

0 Future consideration
7 Vote

Serial Number Sequence

Allow override of sequence for inventory serial numbers. If we made them more like case numbers where you can decide the sequence, where it starts and how many it pads to, that would allow each funeral home to decide how they want their serial num...

Created 25 Aug 05:30pm by Elizabeth Reed

Case Management / Inventory

0 Future consideration
6 Vote

Merge/Sync Rolodex

It would be nice to be able to merge/sync a rolodex throughout a funeral home group like "The Group" , Vertin, Legacy, etc. This will help funeral directors that work at multiple locations not have to enter the same person/business in multiple ti...

Created 23 Jul 05:05pm by Reagan Biggs

Case Management / Rolodex

0 Future consideration
6 Vote

Payment Due By + 60 Days

Would love to have a tag that calculates the payment due by date + 60 days for the contract.

Created 5 Mar 09:29pm by Guest

Case Management / Documents

0 Future consideration
2 Vote

physical address pull from google maps as a dropdown

No description provided

Created 12 Apr 05:27pm by Guest

Case Management / Automations & Triggers

0 Future consideration