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1 Vote

Restrict ability to delete case files by user role

Restrict the ability to delete uploaded case files by user role, only allowing admins or other designated user roles the ability to delete those files. Would allow us to rely less on paper files and rely more heavily on Passare if we knew upload...

Created 23 Sep 06:47pm by Melissa Steeber

Case Management / Files

0 Planned
1 Vote

Add Step-Grandchild to Relationship dropdown on F&F page

Add Step-Grandchild to the relationship dropdown on the F&F page.

Created 27 Aug 04:08pm by Guest

Case Management / Family & Friends

0 Planned
1 Vote

The ability to copy a product/package

A lot of times, the majority of a product or package will mirror another product/package. It would be able to copy that product/package instead of having to create one from scratch. This could be a big time saver.

Created 25 Aug 03:32pm by Alice Brousseau

Case Management / Goods & Services

0 Planned
2 Vote

Ability to edit Case File Name

Would like to be able to right click on a case file and change the name of it.

Created 6 Aug 06:15pm by Susan Grieco

Case Management / Files

0 Planned
1 Vote

Hide the cost hamburger icon on the Goods & Services page (make it permission based)

Hutchens Funeral Home would like the ability to hide the cost hamburger icon on the Goods & Services page from certain users. They want to enter their cost of goods in the system but do not want their staff to be able to see what they pay for ...

Created 30 Jul 01:39pm by Julie Hofmann

Case Management / Goods & Services

1 Planned
1 Vote

Resize Variable Quantity Window for Discretionary Items on Goods & Services Based on Character Count

Users have reported difficulty viewing the variable quantity they input on discretionary items on the Goods & Services page after 2-3 characters. The only way to see any additional characters is to click into the box and use the right-arrow ke...

Created 29 Jul 01:50pm by Kaylan Johnson

Case Management / Goods & Services

0 Planned
1 Vote

Default Veteran Yes/No Field to Blank

Users would like Veteran Yes/No radio button field (Vital Stats page) to be defaulted to blank, instead of 'No'. This should be upon creation for all case types, and includes cases brought over by FDLIC integration, as this can cause confusion sin...

Created 8 Jul 02:23pm by Jessie Goggans

Case Management / Data Entry

1 Planned
1 Vote

Care Center - Mention Users Capability

Users would like the option to "Mention" other users in the Care Center, specifically in Cremation Tracking Notes sections (see screenshot). This capability should match what is available elsewhere in the system (i.e. Internal Notes) and would ben...

Created 25 May 07:05pm by Jessie Goggans

Case Management / Care Center

0 Planned
1 Vote

Case Quick Edit

As user it would be great if we have the chance to complete all mandatory fields when are required by some process.For example, when you try to create a CLAIMCHECK Assignment through Payments and Adjustment some fields are mandatory (SSN, Address,...

Created 5 May 07:34pm by Guest

Case Management / Case

0 Planned
9 Vote

Ability to Default a Funeral Director

It would be really beneficial to have the ability to set a default Funeral Director especially when there is only one Funeral Director in the Funeral Home. This way the funeral director doesnt have to assign themselves to every single case.

Created 20 Apr 04:28pm by Guest

Case Management / Data Entry

1 Planned