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Ability to Add Additional Service Times

It would be a time saver to be able to add a secondary time for a service when inputting service info so our FHs don't have to reenter the same exact info (other than the time/ date) multiple times when doing multiple of the same service type for ...
Guest 4 months ago in Case Management / Case 0 Future consideration

Veteran Checklist Setting

Users would like the option to trigger on a checklist by veteran yes/no field, like we currently can for CST/disposition.
Jessie Goggans 4 months ago in Case Management / Checklist 0 Future consideration

Have the ability to present merchandise and packages to families via Passare.

The ability to present merchandise and packages to families via Passare would be a great tool. We already have all of our pricing information in the software. If we could use Passare as a presentation tool to present all options to families I beli...
Guest 4 months ago in Case Management / Goods & Services 0 Future consideration

Editable Headers for Service Details

I have had 2 FHs this week ask if we can make the headers of the Service Detail Info on the Funeral Options page editable kind of like checklists- they want to add, edit, and remove them to suit their needs
Anna Andrews 5 months ago in Case Management / Case 0 Future consideration

Add a list for Character of Discharge under the Veterans page

From Julie Silha at Schumacher Kish Funeral Home: With that being said, I promised you some information for the Veteran’s information screen to potentially create a dropdown list for Character of Discharge. Coming from a background of working with...
Guest 5 months ago in Case Management / Data Entry 0 Future consideration

Show Balance including pending payments

Currently on the Payments and Adjustments page, if there are pending payments from preneeds or insurance, those are not reflected in the balance due, and rightly so. However, could you possibly add another line that shows the balance, including pe...
Guest 5 months ago in Case Management / Goods & Services 0 Future consideration

Place to put the number of grandchildren/great-grandchildren w/o listing them.

A lot of funeral homes list the number of grands/great-grands in the obit or memorial printing without having all of their first & last names. It would be great to be able to just put in the number & relationship
Madison Hicks 6 months ago in Case Management / Family & Friends 0 Future consideration

Add 2nd Driver Option to Transfer Page

On the Transfer Page, under Transfer Detail, it would be most helpful if a drop down field would be added for a 2nd Driver. I would think that most funeral homes use 2 staff members when doing a removal from a home. I type the 2nd driver's name in...
Guest 6 months ago in Case Management / Data Entry 0 Future consideration

Populate case info on Cash cases from At Need cases

When I enter a new cash sale from a family that we already served, it would be helpful and time saving if the address info populated when you start to enter the name info
Guest 6 months ago in Case Management / Data Entry 0 Future consideration

Ability to customize Family & Friends Fields Placement

Users would like the option to customize which fields show initially when adding in new Family & Friends. For example: moving the "Spouse" field out of "Additional Information" to the primary view, so that this is easily edited. Some users fin...
Jessie Goggans 6 months ago in Case Management / Family & Friends 4 Future consideration